INTRODUCTION & TESTIMONIALS
What our clients say:
"We will continue to recommend Matt as a highly competent financial planner and advisor. He listens well and makes you feel he really cares about you as individuals".
Robert & Jane Seaman
The statement was provided on 12/16/2022 by Robert and Jane Seaman, 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.
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.
What our clients say:
"We have a sense of comfort that Matt and his team have guided us really well and we are confident they are and will continue to look out for our best interests".
Robert & Jane Seaman
The statement was provided on 12/16/2022 by Robert and Jane Seaman, 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.
What our clients say:
"I have been fortunate to be a client of Keeling Financial for over 20 years; my family has been a client for many more years than that. Matt has managed not only my wife and my retirement, but also my children's college savings. He always puts his clients first".
Robert Reardon
The statement was provided on 03/28/2023 by Robert Reardon, who is a client. 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.
Keeling Financial Strategies, Inc. (KFS), is an independent professional financial firm. We offer personalized planning services to our clients. Since our founding in 1995 (as Keeling Financial Services), we have prided ourselves on the independent nature of our business. As we are not tied to a particular insurance or proprietary investment company, KFS has the freedom to recommend only the strategies that best suit our clients' wants and needs.
To get started with Keeling Financial, you can call, e-mail, or use the forms on this site.