A Fortune 500 company with over 4.6 million individual policyholders and 5,000 employees. While based in Omaha, Nebraska, our advisor network spans the country including the Greater Huntsville Area.
Our mission for each client is to continue making the complicated world of investing easier to understand, listen with compassion to what the client wants and needs and provide a high level of service
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals.
Financial advisor serving individual investors | Focusing on solutions for high net worth / high income business owners, executives, and retirees
Helping business owners and corporations with: Key-man insurance, funding buy-sell agreements, business succession planning, deferred compensation for highly paid executives, employee benefits.
We work with business owners, professionals, engineers and government employees. Our team leverages leading digital tools to provide real time answers while also providing personal, customized advice.
Financial Services - Investment Management
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 paramet
Services Include: Business Sales and Valuations, Retirement Plans, Personalized Wealth & Investment Management for Business Owners, Risk Management, Banking & Lending Solutions, Insurance & Annuities
We are trusted partners with the individuals, families and businesses we serve while providing financial advice and investment guidance as true fiduciaries.