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Modern Portfolio Theory | Financial Planning | Greenville NC

by Sarah | Jan 6, 2022 | Uncategorized

At Keel and Long, we use our combined experience of nearly 20 years to help you reach your financial goals. We specialize in portfolio management, 401k plan services, and financial planning in general. If you have questions about financial scams, or if you’re ready to...

Financial Scams Aimed at the Elderly | Financial Advisers | Greenville NC

by Sarah | Sep 25, 2021 | Uncategorized

Unfortunately, scammers know that they can take advantage of the elderly more frequently than young folks. Because seniors are sometimes less familiar with modern technology, have access to more money, and may have age-related physical and or cognitive deterioration,...

How Covid Affected Markets | Financial Planning | Greenville NC

by Sarah | Aug 30, 2021 | Uncategorized

At Keel and Long, we use our combined experience of nearly 20 years to help you reach your financial goals. We specialize in portfolio management, 401k plan services, and financial planning in general. Most of our competitors are broker-dealers; however, we’re...

What Are Market Trends? | Financial Advisers | Greenville NC

by Sarah | Aug 16, 2021 | Uncategorized

At Keel and Long, we benefit from 19 years of combined experience and we’re here to actualize your financial goals. Because we use a fee-only model, we have minimal conflict of interest when thinking about your finances. Our clients are our first priority. Unlike most...
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Recent Posts

  • Diversifying Your Investments | Financial Advisers | Greenville NC
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  • Accredited Investment Fiduciary | Financial Advisers | Greenville NC

Services

  • Financial Planning
  • Portfolio Management
  • 401k Services
  • Consultation

Markets Served

  • Greenville NC
  • Pitt County NC
  • Surrounding Communities

Contact

Keel & Long Financial Management
2408 Charles Blvd Suite 4
Greenville, NC 27858

Phone: (252) 295-0772
Email: donkeel@keelandlong.com

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