KeatsConnelly Opens Naples, Florida Office

KeatsConnelly, an award-winning wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has opened an office in Naples at the Naples Executive Suites, which is located at 5100 Tamiami Trail North, Suite 106, in Naples, Fla.

“This is an extremely exciting time for our company,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for Keats, Connelly and Associates. “We feel that our success has a lot to do with keeping in touch with our niche market. We are expanding to fulfill the increasing demand that is occurring throughout the state of Florida.”

About KeatsConnelly

KeatsConnelly is an award-winning 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 KeatsConnelly, please visit www.keatsconnelly.com.

Related Downloads

Printer Friendly (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 »