KEATING

Financial ServicesUnited States51-200 Employees

Who We Serve
KEATING’s focus is on our advisor partners’ success. We are dedicated to supporting our advisor partners’ business strategies, as well as taking care of 
the day-to-day operational tasks required, so that they are left doing what they 
do best: helping clients to reach their goals. Our belief is that as long as we are 
providing exceptional service to our advisor partners, we are positioning them 
to provide their own exceptional service and expertise to their clients.

How We Serve 
Each of our affiliated advisor partners serves a diverse range of clients. Each 
group has different, and equally important, needs. Our highly skilled and 
experienced staff cultivates relationships with our advisor partners to help best 
serve each individual client. As an entrepreneurial company, we have worked 
hard to create a culture where work-life balance is not only expected but 
encouraged. Our goal is that this provides our advisor partners with the 
freedom to serve their clients, and themselves, holistically and completely.

Industry Disclosures: https://keatinginc.com/industry-disclosures/
Social Media Disclosures: https://keatinginc.com/social-media-disclaimers/

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