"Aimée makes a priority of treating us as people, not an account. Her recommendations incorporate our interests and concerns. She is patient and informative to make certain that we have a clear understanding of the investments in our portfolio."

"Dave and Jessica always make themselves available for us and our concerns. We feel well cared for and very much value our long-lasting relationships with each of them."

"We have worked with Dave and his team for over 15 years now and could not be happier. His commitment to his clients and willingness to meet their individual needs is exceptional."

"Overall, our work with Dave has helped us feel like we have choices to consider and a sense of control over our future. He has deep financial experience and stays up to date on economic trends and current compelling options, seeking to build long-term wealth. We would never have the time or expertise to do that research."

"Dave and his team consistently go above and beyond, going so far as to help me do things like negotiate insurance rates or help me work with lenders to find the most favorable long and short-term interest rates. It’s been great having Dave with our family – we know that he is working hard on our financial goals!"

"Keel Financial and our advisor are the purest definition of partnership. Their thoughtful approach to wealth management isn't just about investing dollars but focuses wholistically on my family's life goals. They bring their experience and candor to bear and are deeply committed to always pursuing innovative strategies for us."

"Simply stated, they have the highest of integrity, are incredibly competent, responsive, and accessible, and possess an unmatched passion for their craft."

"We made the decision to entrust our financial investing and retirement planning strategies to Dave Moretsky nearly 13 years ago and have been completely satisfied with his professionalism, communication skills, and financial assistance ever since."

"Bobby has been so easy to work with and I am appreciative for the strength he has given me. Bobby has helped me develop a financial plan for now and my retirement. I can now say I have a wealth of confidence in my plan which gives me strength every day to make decisions around my financial situation."

"For more than a decade, we’ve been working with Dave and team to plan our retirement. Now, we are living it!"

"Keel is unique. They listen. Keel financial advisors take the time to build futures collaboratively, creatively, and are always responsive to change with a simple call or email. They make sure we have as much information as we need to make informed choices about our long-term finances that we can be confident in. And more, their plans are innovative and tailored, we were never offered or pressured into canned, age-based portfolios produced by mysterious algorithms."

"We have always appreciated Bobby's honesty, transparency, and commitment to go the extra mile when we've needed it."