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Products & Services

At Keats Financial Services, we provide assistance in the following areas:

Investments

  • 529 College Savings Plans

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Mutual Funds

  • Variable Annuities

Financial Consulting

  • Individual Financial Plans

  • Retirement Plans

  • 401(k) Rollovers

  • 401(k) Implementation

  • College Planning

  • Estate Planning

Insurance

  • Health Insurance for Individuals and Small Businesses

  • Disability Income

  • Life Insurance - Permanent and Term Plans

  • Long Term Care

  • Fixed, Index & Variable Annuities

  • Medicare Supplement 

  • Dental Insurance

  • Travel Insurance

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck