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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.
TruStone Financial Federal Credit Union is a Minneapolis, MN-based company in the Financial Services sector.
A.M. Best Co. is one of the leading companies in Financial Services industry. A.M. Best Co. is based in Oldwick, NJ. You can find more information on A.M. Best Co. at www.ambest.com
As a member-owned, not-for-profit financial cooperative, Polish National Credit Union is committed to our members. We will uphold our fundamental responsibility to actively serve people within our field of membership, and as appropriate, the communities they live in. We will treat all members with respect and dignity and we will offer honest fair deals to all members. We will deliver a range of low cost products and services to the diverse economic and social make-up of our members and potential members. We will look for better ways to reach the under-served in our field of membership. In addition, we will continually, in all facets of operation, demonstrate the value of membership in our Credit Union. We will monitor and communicate our service in a meaningful way so that, members, potential members, legislators, regulators and the community at large will understand and appreciate the unique role that member-owned financial cooperatives play in their lives. In our Strategic Plan we will strive to enable our members to become financially self-sufficient and successful. We will provide consumer education and teach financial thrift. Our Mission Statement remains Not for Profit, Not for Charity, But for Service and our philosophy of People Helping People.
How do you define wealth? Our financial advisors are here to help you achieve those aspirations, whatever they may be for you and your family.