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Welcome to Keeling Financial Strategies, Inc.

Regardless of their income level, everyone faces decisions regarding financial planning.

For more than 20 years, we have served as a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning to high-net-worth individuals and their families, as well as to family businesses and foundations. We’ll help you manage and preserve your wealth in accordance with your personal financial goals.

At Keeling Financial Services, Inc., we have a team of professionals dedicated to exceeding our clients’ expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services designed to deliver financial security to clients, so they can rest easy with the knowledge that the complex details are in the hands of their trusted advisors.

We are committed to you and your long-term financial success.

Featured Content: Latest Article and Market Commentaries
Most Recent Article
Public Service Student Loan Forgiveness: What You Should Know - Here's a primer on the current requirements for the federal student loan forgiveness program.

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Market Updates

Last Updated: 04/25/17

This communication strictly intended for individuals residing in the states of AK,AR,AZ,CA,CO,CT,FL,IL,LA,MA,ME,MI,MS,NC,NH,NJ,NM,NY,OH,RI,SC,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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