Keel Point is a client focused money management firm with a financial planning platform. We act as CFO for your family to help ensure your money is earning the most it can within your desired parameters.
At Bank of America, our purpose is to help connect our customers and clients to what matters most to them. Every day, we’re proud to partner with 47 million individuals, businesses, and communities, bringing them our skills and expertise to help make their financial lives better.
For individuals creating a financial plan with your goals, your needs, your expectations that include cash management, understanding your cash plan, wealth management, goal based with suitable investments & risk management, and protecting your goals with insurance.