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Keane is the country`s leading provider of unclaimed property compliance solutions. From annual escheat compliance reporting, customized communication programs and in-depth consulting services, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. What sets Keane apart is our total commitment to customer service, the expertise and qualifications of our employees, and our demonstrated accountability for measurable results. Keane employs more than 180 people in our corporate office in New York City, our operations center in King of Prussia, Pennsylvania and various satellite offices across the country. Whether it`s working with your team to ensure compliance, protecting your shareowners, or mitigating audit risk...Keane is Unclaimed property. Uncompromising performance.
Insurance Office of America is a full-service insurance agency and was founded in 1988. First recognized as one of the top 100 U.S. insurance brokers in the year 2000, we are a privately-held agency and one of the largest in the country. We are currently the 11th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine.
NFP Securities, Inc. is a Austin, TX-based company in the Financial Services sector.
Consolidated Planning, Inc. is a Charlotte, NC-based company in the Financial Services sector.
We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.