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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 sixty dedicated team members in six 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.
Knox helps you turn a property you already own into an investment that delivers passive income, with none of the work or hassle. Knox created the Frictionless Ownership Platform to streamline the entire process for an owner, from finding renters to taking care of maintenance to managing finances.
Since 1927, North American Savings Bank (NASB) has provided strong, conservative financial leadership for its members. With more than $1 billion in assets, NASB offers a comprehensive line of retail banking products and services, and is proud to be one of the nation`s leading home mortgage lenders, funding more than $8.0 billion in home loans since 2008. Located primarily in the Kansas City metropolitan area, NASB operates nine deposit branch locations, three residential loan origination offices, and one residential construction loan origination office. Please visit our Careers tab to learn more about NASB and why NASB is a great place to work. North American Savings Bank, a wholly-owned subsidiary of NASB Financial, Inc., (OTCQX: NASB) Equal Housing Lender. Member FDIC. NMLS ID#: 400039
Frontenac Bank is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about Frontenac Bank, please visit www.frontenacbank.com
Independent insurance agency in Boca Raton, Florida specializing in auto, car, home, business, general liability and workers comp insurance coverages.