We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Every client gets our undivided attention. from planning to execution to follow-up.
The Keller team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe our approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our team’s mission is to become an essential partner to our clients by helping them define and pursue what is most meaningful in their financial lives.
Our clients feel confident from the clarity and preparation for today and the future. We provide our clients comfort, knowing they have a team acting as their steward and advocate. Our client’s appreciate the continuity of a long-term working relationship for themselves and their families.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help address their clients’ needs.
Highpoint Advisor Group is our Hybrid Registered Investment Advisor. Highpoint provides oversight to our Fiduciary business. They provide proactive compliance in coordination with LPL Financial and our oversite compliance bodies, FINRA and the SEC. One of HighPoint Advisor Group’s various responsibilities under this partnership is to manage and deliver disclosure documents on behalf of your advisor.
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