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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.
Members United Corporate Federal Credit Union is a Warrenville, IL-based company in the Financial Services sector.
Industrial Alliance is a Canadian insurance company with a diversified business ranging from wealth management to group pensions.
E & A Credit Union is one of the leading providers in Financial Services. It is based in Los Angeles, CA. To find more information about E & A Credit Union, please visit www.eacu.org
Guggenheim Partners is a global investment and advisory firm with more than $275 billion in assets under management*. We have a track record of delivering results through innovative solutions across our three primary businesses of investment management, investment banking, and insurance services. Our history stems from Guggenheim Brothers, the Guggenheim family business dating back to the late 1800s. Guggenheim Partners began with the mission of creating exceptional value for our clients by applying the principles that made the Guggenheim family one of the most successful innovators, investors, and business managers in American history. These principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise.