Important Disclosures: https://www.keelpoint.com/social-media-disclosure
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.
Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.
With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
*Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.
Company Details
- Employees
- 87
- Founded
- -
- Address
- 100 Church St. Sw, Suite 500,united States
- Phone
- (703)807-2020
- in****@****int.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- keelpoint.com
- Keywords
- Huntsville.
- HQ
- Huntsville, AL
Keel Point Questions
Keel Point's helpline number is (703)807-2020
Keel Point's website is keelpoint.com
Keel Point's LinkedIn profile is https://www.linkedin.com/company/keelpoint
Keel Point has
87 employees.
View email and phone details for 87
employees at Keel Point.
Keel Point's industry is
Financial Services
Keel Point's top competitors are
The Tebow Group,
The Tebow Group (Formerly Xv Enterprises),
Blue Trust,
Family Wealth Alliance, Inc.,
Nextfed,
Cassaday & Company, Inc.,
Arkos Global Advisors,
Oneascent,
Keystone Investing,
Eagle Venture Fund.
Keel Point's support email address is info@keelpoint.com
Keel Point's categories are Financial Services
Keel Point's founding year is 2003
