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6 hace meses

👏 I can't say enough good things about the team at...

👏 I can't say enough good things about the team at Keatsconnelly. They have helped me navigate through some challenging financial situations and I am so grateful for their expertise and support. They truly go above and beyond for their clients.

M
6 hace meses

I recently sought financial advice from this compa...

I recently sought financial advice from this company and I was pleasantly surprised by the level of expertise and professionalism. The team at Keatsconnelly provided me with valuable guidance and helped me make informed decisions about my finances. I would highly recommend their services.

J
6 hace meses

I have been a customer of Keatsconnelly for a whil...

I have been a customer of Keatsconnelly for a while now and I have always been impressed with their service. The team is highly knowledgeable and they have provided me with valuable advice and support in managing my finances. I highly recommend them.

B
9 hace meses

👍 Keatsconnelly has been a game changer for me. Th...

👍 Keatsconnelly has been a game changer for me. Their financial expertise, combined with their top-notch customer service, has made my life so much easier. They go above and beyond to ensure that their clients receive the best possible advice and support. I am so grateful for their help!

J
9 hace meses

I have been a customer of Keatsconnelly for severa...

I have been a customer of Keatsconnelly for several years now, and I have always been impressed with their level of service. The team is highly professional and knowledgeable, and they have always been able to address any concerns or questions that I have had. I would highly recommend their services.

S
9 hace meses

I recently used the services of this company to ha...

I recently used the services of this company to handle my financial matters, and I was extremely satisfied with the level of service provided. The team at Keatsconnelly is highly knowledgeable and they helped me make informed decisions regarding my finances. I would definitely recommend them to others in need of financial assistance.

M
9 hace meses

I have been a client of Keatsconnelly for several ...

I have been a client of Keatsconnelly for several years and I am extremely satisfied with their service. They have provided me with valuable advice and support in managing my finances. The team is professional, knowledgeable, and always available to assist. I highly recommend them.

M
10 hace meses

The service provided by Keatsconnelly is top-notch...

The service provided by Keatsconnelly is top-notch. The team is highly professional and they have helped me make informed financial decisions. I am extremely satisfied with their service and would recommend them to anyone in need of financial advice.

M
11 hace meses

Keatsconnelly provides consistently excellent serv...

Keatsconnelly provides consistently excellent service, I am thoroughly impressed with their expertise and professionalism. They have helped me navigate complex financial matters with ease and have always been prompt in their responses. I highly recommend their services to anyone looking for expert financial advice.

B
Hace 1 año

The service provided by Keatsconnelly has been exc...

The service provided by Keatsconnelly has been exceptional. The team is highly knowledgeable and they have helped me achieve my financial goals. I am extremely satisfied with their service and would recommend them to anyone in need of financial advice.

Alrededor de Keatsconnelly

KeatsConnelly: su socio de confianza para servicios transfronterizos de gestión patrimonial

¿Es usted canadiense o estadounidense que vive en el extranjero o planea mudarse al otro lado de la frontera? ¿Quiere administrar sus finanzas e inversiones con confianza y tranquilidad? No busque más allá de KeatsConnelly, una empresa líder en gestión de patrimonios que se especializa en la vida transfronteriza.

Con más de 30 años de experiencia, KeatsConnelly ha ayudado a miles de clientes a navegar el complejo panorama financiero de la vida transfronteriza. Nuestro equipo de expertos incluye planificadores financieros certificados (CFP), analistas financieros certificados (CFA) y otros profesionales que entienden los desafíos y oportunidades únicos que enfrentan los canadienses y estadounidenses que viven en el extranjero.

Nuestro conjunto completo de servicios incluye gestión de inversiones, planificación de la jubilación, optimización fiscal, planificación patrimonial, gestión de riesgos y más. Trabajamos en estrecha colaboración con nuestros clientes para desarrollar estrategias personalizadas que se alineen con sus objetivos, valores y prioridades.

En KeatsConnelly, creemos que la educación es clave para una gestión patrimonial exitosa. Es por eso que ofrecemos una variedad de recursos para ayudar a nuestros clientes a mantenerse informados sobre las últimas tendencias y mejores prácticas en finanzas transfronterizas. Desde seminarios web y seminarios hasta boletines y blogs, brindamos información oportuna que puede ayudarlo a tomar decisiones informadas sobre su dinero.

También entendemos que cada cliente es único. Es por eso que adoptamos un enfoque personalizado para la gestión patrimonial. Si usted es un profesional expatriado que busca un crecimiento a largo plazo o un jubilado que busca estabilidad de ingresos, podemos adaptar nuestros servicios para satisfacer sus necesidades específicas.

Pero no confíe solo en nuestra palabra: ¡vea lo que nuestros clientes satisfechos tienen que decir! Hemos obtenido críticas muy favorables de personas de todo Canadá y los Estados Unidos que aprecian nuestra profesionalidad, experiencia, capacidad de respuesta y compromiso con su éxito.

Entonces, si está listo para tomar el control de sus finanzas como residente transfronterizo o inversionista, no lo dude: ¡comuníquese con KeatsConnelly hoy! Nuestro amable equipo está listo para responder cualquier pregunta que pueda tener y ayudarlo a comenzar el camino hacia la seguridad financiera y la tranquilidad. Obtenga más información sobre nosotros en keatsconnelly.com/contact-us/.

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