Keir Planning is a reputable financial services firm based in Staten Island, NY, with over 25 years of experience in the industry. Led by Sandy Keir, a CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor, the company specializes in working with women entrepreneurs, offering expert advice and guidance in wealth management, retirement planning, and insurance solutions.
With a client-focused approach, Keir Planning prides itself on providing responsive and timely advice, tailored to individual needs and goals. The firm stands out for its commitment to putting clients' best interests first, offering a wide range of investment products, including stocks, bonds, mutual funds, annuities, and more. Whether through in-person or virtual appointments, Keir Planning aims to help clients build a better financial future and achieve long-term financial security.
Generated from the website