Planning for your child’s education is an essential part of preparing for their future. At Keel Financial Partners, we understand the importance of education planning and strive to provide our…
While it may be a topic that many people prefer to avoid, planning for one’s eventual passing is an essential aspect of comprehensive financial and personal well-being. Facing the reality…
At Keel Financial, we believe that financial literacy is the cornerstone of a successful financial journey. It empowers individuals to make informed decisions, seek to build wealth, and pursue financial…
Starting a business can be an exhilarating journey filled with immense opportunities and countless challenges. For an aspiring entrepreneur, we believe can be crucial to lay a solid foundation through…
Financial Planning and Investment Advisory Services offered through Winthrop Wealth, a Registered Investment Advisor.
CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613
© Copyright 2023 Keel Financial. All rights reserved. Website by Outmark
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark,
and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
