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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.
WAFRA Investment Group is a New York, NY-based company in the Financial Services sector.
TransCanada Retail Services is a North York, ON-based company in the Financial Services sector.
F X Concepts is a New York, NY-based company in the Financial Services sector.
First Federal is a little different community bank. Founded in 1934 in Newark, Ohio as a mutually owned savings association, we have strong roots serving Central Ohio. We pride ourselves in offering top quality products and services designed for our customers, with a banking experience that`s second-to-none. What`s our secret? We don`t offer everything. We focus on families and small businesses, where we`re experts. Plus, we take service personally. And we`re committed to our communities, proactively looking for ways to contribute in a meaningful way.