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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.
Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a wholly owned subsidiary of Kestra Holdings.
Sherry Laboratories has the expertise and the facilities to provide a complete range of reliable, high-quality testing services. We are organized to be a single source for third-party metallurgical, materials, and environmental tests. And we are able to
Haddox Reid Burkes is a Jackson, MS-based company in the Financial Services sector.
GHA Federal Credit Union is a Greenwich, CT-based company in the Financial Services sector.