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Keats, Connelly and Associates, LLC

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Keats, Connelly and Associates, LLC

Mission statement:

Our mission is to help individuals from the U.S. and Canada determine and achieve their financial and life planning goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Overview:

   * We pledge to place our clients’ interests above all else.
   * We seek to instill peace of mind in our clients through the financial planning process and by providing advice that is second to none in our industry.
   * We strive to communicate frequently and proactively in a manner that allows clients to understand their situation, our advice, and the reasons behind our advice.
   * We seek to make our community a better place to live by maintaining the highest ethical and moral standards in conducting our business, and by being active, individually and as a company, in community activities.
   * We strive to improve our profession through our conscientious and quality business practices, involvement in our professional societies and meetings, and matchless reputation for quality of work and professionalism among our peers.
   * We strive to help our employees reach their professional and personal goals through a harmonious and productive workplace that leverages technology, professional and interpersonal skills.
   * We seek to treat all of our clients and employees with integrity, respect and concern for their personal and professional lives, so that they are proud to be associated with Keats, Connelly and Associates, LLC

Vision:

Our vision is to enrich the lives of our clients and to have a positive impact on our community, profession, and workplace. By achieving this vision, we strive to become the best financial planning firm in North America.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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