KeatsConnelly, a wealth management firm with offices in Arizona and Florida, specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named one of the top wealth management firms in the country by Wealth Manager Magazine, as part of its Sixth Annual Wealth Manager “Super Stars” report.
“There are many outstanding wealth management firms across the nation, and we are honored to be included among them,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for Keats, Connelly and Associates. “We feel that our success is due to our culture of ethics and looking out for our clients’ best interest at all times. This has led to tremendously loyal clients and employees.”
In addition, KeatsConnelly was recognized earlier this year as the best CPA/Financial Planning Firm in the country by CPA Wealth Provider Magazine and was also awarded the 2006 Better Business Bureau (BBB) Business Ethics Award for its commitment to ethical practices in today’s marketplace.
PDF Version (26 KB)