We design a tailored investment approach that reflects not only your unique risk level and time frame, but also your beliefs, values, and priorities. This can be a stand-alone service or coupled with financial planning.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Advisory Group, LLC, a Registered Investment Advisor.
Keel Financial Partners and Winthrop Advisory Group, LLC are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613
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