Wealth management firm KeatsConnelly, which specializes in managing the complexities of accumulated wealth and the unique niche of US/Canadian cross-border planning, has opened an office in West Palm Beach, Fla. The firm’s new office is located at 250 S. Australian Ave. The phone number is 561.659.7401 and its web address is www.keatsconnelly.com.
KeatsConnelly was recently honored as the top financial planning firm in the nation by CPA Wealth Provider Magazine and as a top advisory firm by Wealth Manager Magazine.
“There are more than 53 million crossings between Canada and the United States each year,” said 20-year tax and financial services veteran David Levine, CA, CPA, who will be heading up the West Palm Beach office. “Our job is to both help Canadian and US citizens alike manage their finances in the on both sides of the border.”
