Providing fee-only, independent financial advice to business owners and executives to help grow their business, maximize after-tax income, and align their own needs with passing on a legacy to their heirs. We uphold the fiduciary standard of care, the highest level of care offered in the financial services industry. We only receive compensation from our clients. No commissions, no kickbacks, no pushing products on our clients that are merely deemed "suitable". We provide total fee transparency - no fine print.
Website: bluekeelfp.com
Phone: (203) 557-8272
Cross Streets: Between Post Rd W and Orchard Ln
Closed now
- Fri 9:00 AM - 5:00 PM
8 Wright St Westport, CT 06880 ·390.69 mi
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Reviews
yelpBlue Keel is amazing! My husband recently became an independent contractor. When he did, we had a lot of money in his 401K plan, that we weren't sure what to do with. His company was going to...
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