Virginia Dhondt Joins Keats, Connelly and Associates

Category: In The News

Keats, Connelly and Associates has named Virginia Dhondt, CFP® as its newest staff planner.

E-Update – December 2006

Category: KCA Newsletters and E-Updates

The much anticipated release of the 8th edition of The Border Guide will be on December 18th, 2006.
E-Update – December 2006 (PDF)

Barry Rabonwitz Joins Keats, Connelly and Associates

Category: In The News

Keats, Connelly and Associates has named Barry Rabinowitz, CFP® as its newest staff planner.

Jon Schade Joins Keats, Connelly and Associates

Category: In The News

Keats, Connelly and Associates, a wealth management firm that specializes in managing the complexities of accumulated wealth as well as U.S./Canadian cross-border planning, has named Jon Schade as its newest staff planner.

Dale Walters Names One of America’s Top Financial Planners

Category: In The News

Dale Walters has been named one of the “Top Financial Planners in America” by the Consumers’ Research Council of America.

Newsletter – Fall 2006

Category: KCA Newsletters and E-Updates

Got a Sizeable Estate? Time to Reduce it For Your Heirs
Newsletter – Fall 2006 (PDF)

Bradford Flecke Joins Keats, Connelly and Associates West Palm Beach Office

Category: In The News

Keats, Connelly and Associates (KCA) welcomes J. Bradford Flecke to the firm’s new office in West Palm Beach, Florida.

Juan Hernandez Joins Keats, Connelly and Associates

Category: In The News

Keats, Connelly and Associates has named Juan Hernandez its newest financial planner.

Keats, Connelly and Associates Opens West Palm Beach Office

Category: In The News

Wealth management firm Keats, Connelly and Associates has opened an office in West Palm Beach, Fla. The firm’s new office is located at 250 S. Australian Ave. The phone number is 561.659.7401.

E-Update August 2006

Category: KCA Newsletters and E-Updates

Robert Keats will be in Toronto on September 19, 2006, at the Fairmont Royal York Hotel facilitating a workshop entitled “Cross Border Living for Canadians in the US”.
E-Update August 2006 (PDF)