Keats Connelly and Associates, LLC 1880 N. Congress Avenue Category: Financing Consultants
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More Contacts Of Keats Connelly and Associates, LLC
1-800-678-5007 (Toll-free)
Company representatives
Dale Walters, Chief Executive Officer
About Keats Connelly and Associates, LLC
US-Canada cross border tax and financial planning. Over 30 employees and three offices. We prepare both US and Canadian tax returns.
KeatsConnelly is the largest and most experienced cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona and Boynton Beach, Florida..
Our Fee-Only* compensation model enables us to maintain our philosophy of promoting our clients' best interests at all times while avoiding any potential conflict of interest with commissions.
Products and Services
- Financial Planning
- Tax Preparation
Opening Hours
Times are based on Arizona time.
- SundayCLOSED
- Monday7:00 AM to 5:00 PM
- Tuesday7:00 AM to 5:00 PM
- Wednesday7:00 AM to 5:00 PM
- Thursday7:00 AM to 5:00 PM
- Friday7:00 AM to 5:00 PM
- SaturdayCLOSED
Location Type
Branch
Revenue
$3,500,000 - $3,750,000
Employees
20 to 49
Years In Business
34
Additional information
Named on of Arizona's Most Admired Companies, winner of Phoenix BBB Ethics Award, the Phoenix Chamber of Commerce's Award for Company Culture.
Rating
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