Keel Point is Continuing to Serve You

Throughout the challenges of recent months, we’ve continued to safely serve our investors’ needs. And as we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location.

Keel Point is uniquely positioned to help you during this time because we are in the community with you, going through this as your neighbor and as your friend. We will get through this together.

Keel Point remains committed to serving our clients while also caring for our colleagues. We will continue to follow the guidance of the U.S. Centers for Disease Control and Prevention (CDC), World Health Organization (WHO), and local health departments.

Should you need to reach your wealth advisor, please contact them via email or phone.  If you have a deposit you would like to make, please mail via USPS and your deposit will still be made in a timely manner.

If you contact one of our offices, we will reach out as soon as possible.