Greenville, NC
At our Greenville office, clients will find the perfect mix of front-porch friendly Southern hospitality and perceptive financial insights. Housed in The Marketplace at Lyndale, our wealth managers have the most comprehensive tools for investment management, generational wealth management, wealth planning, and retirement planning right at their fingertips.
Whether you live in Greenville, New Bern, Kinston, Wilson, or Morehead City, the Keel Point Greenville team is here to help your family with its financial planning and wealth management needs.
620-C Red Banks Rd., Greenville, NC 27858
(252) 227-4680
(800) 597-1888
Connect with Keel Point
Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.
Find a Wealth Advisor
The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. We have over 70 dedicated team members across eight offices. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Call Our Greenville Office
Contact our support line for questions
on navigating wealth management.