Keats Connelly

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

3336 N 32nd St Ste 100, Phoenix, Arizona...

Phone Number

(602) 955-5007

Revenue

$5.4 Million

Industry

Finance Securities Trading

About Keats Connelly

KeatsConnelly specializes in cross-border financial planning and wealth management services for Canadian and American citizens and families. They provide tailored solutions to navigate the complexities of living a cross-border lifestyle, including tax planning, investment management, and private client services. Their expertise aims to help clients enjoy their cross-border lifestyle with confidence and peace of mind. KeatsConnelly also offers workshops and events to further assist clients in managing their cross-border transitions.Explore more
Keats Connelly's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Keats Connelly Org Chart

PhoneEmail
MC
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Director, Technology

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keats Connelly

$5.4M
11-50
Private
-
1990
MC
Michael ConnellyDirector, Technology
$17.2M
51-200
Private
-
2009
KW
Kylie Watterson-StockerDirector, Financial Planning (Australia)
$14.2M
51-200
Private
-
2003
AK
Ally KerrGroup Executive Director
$5M
11-50
Private
<$5M
2009
Robert Bard, Montreal Operations President, Wealth Management at Cardinal Point Wealth Management
Robert BardMontreal Operations President, Wealth Management
<$5M
1-10
Private
-
2001
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Keats Connelly Tech Stack

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Frequently Asked Questions Regarding Keats Connelly

What is Keats Connelly's official website?
Keats Connelly's official website is www.keatsconnelly.com
What is Keats Connelly's Revenue?
Keats Connelly's revenue is $5.4 Million
What is Keats Connelly's SIC code?
Keats Connelly's SIC: 62,628
What is Keats Connelly's NAICS code?
Keats Connelly's NAICS: 52,523
How many employees does Keats Connelly have?
Keats Connelly has 11-50 employees
What industry does Keats Connelly belong to?
Keats Connelly is in the industry of: Finance, Securities Trading
What is Keats Connelly competition?
Keats Connelly top competitors include: Cardinal Point Wealth Management, Transition Financial Advisors Group, Blacktower Financial Management, bdhSterling
What technology does Keats Connelly use?
Some of the popular technologies that Keats Connelly uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
How do I contact Keats Connelly?
Keats Connelly contact info: Phone number: (602) 955-5007 Website: www.keatsconnelly.com
What does Keats Connelly do?

KeatsConnelly specializes in cross-border financial planning and wealth management services for Canadian and American citizens and families. They provide tailored solutions to navigate the complexities of living a cross-border lifestyle, including tax planning, investment management, and private client services. Their expertise aims to help clients... enjoy their cross-border lifestyle with confidence and peace of mind. KeatsConnelly also offers workshops and events to further assist clients in managing their cross-border transitions.Read More

What are Keats Connelly social media links?
Keats Connelly Linkedin page Keats Connelly Twitter page
Is Keats Connelly a public company?
Keats Connelly is private company therefore does not currently have an official ticker symbol
See more information about Keats Connelly

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