Dale Walters, CEO of KeatsConnelly, a wealth management firm specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named one of the “Top Financial Planners in America” by the Consumers’ Research Council of America.
Consumers’ Research Council of America is an independent research company based in Washington, D.C., that evaluates professional services throughout America. The selection process is based on a point system that awards points for education, years in practice, and affiliations with professional associations and organizations. No fees, sponsorships, donations or advertising are accepted from financial planners, CPA’s or any financial institution to insure an unbiased selection.
