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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Cheap Electronics is a Quincy, MA-based company in the Financial Services sector.
Able is a Cranbury, NJ-based company in the Financial Services sector.
Financial Resource Assoc is a Santa Cruz, CA-based company in the Financial Services sector.
Ennis State Bank is one of the leading providers in Financial Services. It is based in Osterville, MA. To find more information about Ennis State Bank, please visit www.ennisstatebank.com