Keel & Long Financial Management
Financial Service
Why pick this one
Keel & Long provides commission-free, fee-only fiduciary financial planning in Greenville, including retirement and estate planning.
Best for
- Retirement planning
- Estate planning
- Wealth preservation
- Investment planning
- Clients seeking fee-only fiduciary financial advice
- People seeking a financial risk assessment
Specialties
- retirement planning
- estate planning
- wealth preservation
- investment planning
- financial risk assessment
Certifications
- Registered investment advisory firm
What makes them different
- Commission-free, fee-only fiduciary planning
- Free 15-minute phone consultation
- Financial planning risk assessment
- Long-term client relationships focused on keeping clients on track
- Planning designed to provide the highest probability of reaching established goals
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 2408 Charles Blvd Ste 4, Greenville, NC 27858-5926
- Phone
- 12522950772
- Website
- https://www.keelandlong.com
- donkeel@keelandlong.com
Services
- financial planning
- financial management
- investment advisory services
- retirement planning
- estate planning
- wealth preservation