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Keely Collar

Keely Collar

Office Manager, Client Relations Manager

One of the most important factors of financial planning is understanding the needs of clients. I understand that each client at this firm is special and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, we want to help you make the best decisions with your money.

If you ever have questions, contact me. We will set up a time to meet with either Don or Diego to review your needs and address any questions you may have.