Keller & Associates CPAs
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
101 S Main St Ste 300, Victoria, Texas, ...Phone Number
(361) 573-4383Website
www.kellercpas.comRevenue
$8.5 MillionIndustry
About Keller & Associates CPAs
Keller Wealth Advisors is an independent, fee-only financial planning and wealth management firm focused on enhancing wealth and creating legacies for individuals, multi-generational families, non-profits, and businesses. The firm emphasizes a client-centric approach, providing personalized financial plans and investment strategies that align with clients' core values and life goals. Their team consists of certified professionals committed to delivering high standards of financial planning. Additionally, they offer a specialized program, XY NOW, aimed at young professionals and families under 45.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Keller & Associates CPAs
$8.5M
11-50
Private
-
1969
DF
David FaskasChief Investment Officer & Financial Planning Chief & Officer
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Keller Wealth Advisors is an independent, fee-only financial planning and wealth management firm focused on enhancing wealth and creating legacies for individuals, multi-generational families, non-profits, and businesses. The firm emphasizes a client-centric approach, providing personalized financial plans and investment strategies that align with... Read More
