KeatsConnelly Honored with Volunteerism Award

KeatsConnelly, a wealth management firm in the Biltmore area specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named a recipient of the Award for Excellence in Corporate Volunteerism for companies with 50 or fewer employees for its ongoing commitment to the community. The event, held at the Marriott’s Camelback Inn & Spa on April 19, rewards employee and retiree volunteer efforts among companies in Maricopa County.

“Last year, our 24 employees contributed more than 1,900 hours of community service. That is nearly seven hours a month, per employee,” said Dale Walters, chief executive officer of Keats, Connelly and Associates. “When I think about our office, I think about how many causes we have worked on as a team including Habitat for Humanity, the Ronald McDonald House, breast cancer awareness, blood drives, the Phoenix Children’s Hospital and so many more. I could not be prouder of our team.”

About KeatsConnelly

KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on Keats, Connelly and Associates, please visit www.keatsconnelly.com.

-30-

Related Downloads

REL-Volunteerism Award.pdf

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »