KeatsConnelly, a Phoenix-based wealth management firm with approximately $200 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has been named a finalist for the Greater Phoenix Chamber of Commerce’s Impact Award.
The award program honors businesses that have made a difference through community involvement, innovation, response to adversity and company culture. A luncheon event to celebrate Keats, Connelly and Associates as well as the other businesses will be held from 11:30 a.m. to 1:30 p.m. May 20 at the Arizona Biltmore Resort & Spa. Tickets are $65 for members and $75 for nonmembers. Tables of 10 are available. For more, visit www.phoenixchamber.com.
KeatsConnelly, a wealth management firm with offices in Arizona, Florida and Michigan, that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle. The firm’s 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.
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