Choice is a blessing and a curse. On the up side, a financial strategy that puts your money to work means choice – which university, when to retire, how retirement looks. On the down side, the number of investment choices can feel like a maze. As a financial advisor, I explore the options for those that give you control over your life choices.
We'll work together to fully understand what you want for yourself and your family. Then when I make a recommendation, I'll ensure you understand and accept it before we act.
It's easy to be tempted by the media or a hot stock. Our financial strategy keeps us focused on achieving your long-term goals rather than derailing for a quick "big win." As a financial advisor for 25 years (17 with Edward Jones), I've seen the reward of staying the course and the frustration of chasing returns. I help clients stay the course.
Our branch team includes three branch office administrators dedicated to serving clients. Our clientele includes individual investors who enjoy consultative discussion and appreciate the savings in time and effort we provide. Consultants, business owners and busy people can expect a plan from their earning years to retirement to achieve what is important to them and best for their families.
My relationship with money began at 16. I got a call from someone selling a hot stock. Buying it wasn't an interest or an option at that age, but the call peaked my curiosity to follow the stock, and I got a bug for how investments work.
The Chartered Financial Planner (CFP) designation holds those in our profession to elevated standards of knowledge and ethics. For several years, I was an instructor for the CFP program, helping raise the bar for hundreds of professionals and clients they serve.
My wife and I have a teen boy and girl and love the joy they provide. We understand the juggling act required for school, coaching, driving and helping them grow up. In our free time, we enjoy outdoor sports with our family.
Phone NumberKeith A Saari at (613) 228-9399
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|