219 Greene Street
While developing a customized financial strategy, we will walk you through a step-by-step process that can help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to meet your vision and objectives. We also strive to deliver great customer services and communicate with clients to keep them up with the changing economic environments. Keim Financial Services will help you execute customized financial strategies utilizing the following products and services:
Keim Financial Services' mission is to enable our clients to achieve their financial goals via customized solutions that use services from both the worlds of insurance and investments. Understanding risks, asking questions, carefully reviewing contracts/prospectuses and matching solutions with client need are vitally important elements of our services.
ProEquities and their representatives do not offer legal, tax or accounting advice. Please see your personal professional regarding your individual situation. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.
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