Keats, Connelly and Associates is a trusted financial planning firm based in Boynton Beach, FL, specializing in providing comprehensive services for individuals and families living a cross-border lifestyle between the United States and Canada. With their expertise in tax planning, investment management, and wealth management, they help clients navigate the complexities of moving and living in either country, ensuring peace of mind and financial security.
With a focus on integrity and personalized service, Keats, Connelly and Associates go above and beyond to meet the unique needs of their clients, offering tailored solutions to optimize their cross-border lifestyle. Whether it's assisting Canadians moving to the US or Americans moving to Canada, their team of experts provides expert guidance and support every step of the way, helping clients grow their wealth and achieve their financial goals.
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