KELLER FINANCIAL GROUP
Keller Financial Group is a leading financial advisory firm that offers a wide range of financial services to individuals and businesses. With years of experience in the industry, the advisors at Keller Financial Group have earned a reputation for being reliable, objective, and knowledgeable when it comes to managing clients’ finances.
How does the advisor help clients – Key Takeaways:
Keller Financial Group has a client-centric approach, and their main focus is to help their clients reach their financial goals. They achieve this by understanding each client’s unique financial situation and customizing a financial plan that aligns with their specific needs and goals.
The advisors at Keller Financial Group provide a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. They use a holistic approach, taking into consideration all aspects of the client’s financial well-being to create a well-rounded and personalized plan.
Facts and Insights:
Keller Financial Group has been in business for over 15 years and has consistently delivered excellent results for their clients. They have amassed a significant amount of assets under management (AUM) and have a team of highly qualified and experienced advisors who are committed to providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2005 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered:
Keller Financial Group offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Insurance Services
Client Types:
Keller Financial Group works with a diverse range of clients, including individuals, families, business owners, and corporations. They have the expertise and resources to cater to the unique financial needs of each client, regardless of their financial goals or stage in life.
Fees & Compensation:
Keller Financial Group is a fee-only advisory firm, which means they do not earn commissions from any financial products or transactions. This ensures that the advisors’ recommendations are always in the best interest of the client. The firm charges a percentage of Assets under Management (AUM) as their fee, which means they only make money when their clients’ investments perform well.
Background:
Keller Financial Group was founded by John Keller, who has over 20 years of experience in the financial advisory industry. He holds several industry certifications and has a team of highly qualified and experienced advisors who work together to provide the best possible financial advice and services to their clients.
Financial Advisor Disclosures to Know:
Keller Financial Group is a registered investment advisor, and as such, they have a fiduciary duty to act in their clients’ best interests. This means they are legally obligated to avoid conflicts of interest and provide unbiased financial advice to their clients.
To maintain transparency, Keller Financial Group provides all the necessary disclosure documents to their clients, including Form ADV, which outlines their services, fees, and any potential conflicts of interest.
In conclusion, Keller Financial Group is a reliable and reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Their client-centric approach, years of experience, and team of qualified advisors make them a top choice for anyone looking for financial guidance and support. Contact Keller Financial Group today to take control of your financial future.