Welcome to Keeling Financial Strategies, Inc.
Regardless of their income level, everyone faces decisions regarding financial planning.
For more than 20 years, we have served as a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning to individuals and their families, as well as to family businesses and foundations. We’ll help you manage and preserve your wealth in accordance with your personal financial goals.
At Keeling Financial Services, Inc., we have a team of professionals dedicated to exceeding our clients’ expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services designed to deliver financial security to clients, so they can rest easy with the knowledge that the complex details are in the hands of their trusted advisors.
We are committed to you and your long-term financial success.
What our clients say:
"We would recommend Keeling Financial because of the way they have listened and paid attention to our concerns and needs and their calm, thoughtful approach to financial planning".
Shelia & Frank Carotenuto
The statement was provided on 10/25/2022 by Shelia & Frank Carotenuto, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.