KeatsConnelly, a financial planning firm with offices in Phoenix and Boca Raton, Fla., specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named the best CPA/Financial Planning Firm in the United States by CPA Wealth Provider’s Third Annual Financial Planning Awards.
KeatsConnelly was recognized for its leadership through innovation, efficiency, initiative and growth in the financial planning area. “There are many outstanding CPA/financial planning firms, so we are very honored to win this award,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for KeatsConnelly. “We feel that our success is due to our culture of ethics and looking out for our clients’ best interest at all times. This has led to tremendously loyal clients and employees.”
A panel of judges representing the chief editors of CPA Wealth Provider, Accounting Today, Practical Accountant, and Accounting Technology chose the Third Annual Financial Planning Awards recipients in the areas: best overall CPA/financial planning firm, best overall broker / dealer and best overall financial planning software vendor.