Keats Connelly & Associates is a trusted financial planning firm based in West Palm Beach, FL, specializing in providing comprehensive wealth management services for individuals and families living a cross-border lifestyle between the United States and Canada. With a focus on tax planning, investment management, and private client services, Keats Connelly helps clients navigate the complexities of moving and living across borders with confidence and peace of mind.
Their team of experts offers tailored solutions to optimize clients' cross-border financial strategies, ensuring efficient tax planning and wealth growth while delivering personalized services to meet individual needs. Through workshops and events, Keats Connelly goes above and beyond to empower clients to achieve their financial goals and enhance their cross-border living experience.
Generated from the website