Client Services

Keator Group, LLC is a family working for families offering generational wealth management solutions. Our goal is to provide superior service with the utmost integrity and confidentiality, while preserving capital and achieving long-term growth.

Keator Ancestors, George O’Donnell Sr. with son, George Jr., c. 1900

When you look for a financial advisor, we believe you should look for the following:

  • a person who’s concerned about your financial welfare
  • confidentiality
  • objectivity
  • a good listener—someone who will take time to get to know you and understand your financial objectives and needs
  • a professional who has the knowledge and resources to help you grow over the years;
  • a member of your team who will work with your accountant, lawyer, and other professional advisors as needed—to bring you a comprehensive, well-thought-out plan for long-term growth.*
*These products and services are offered through affiliates of Wells Fargo & Company. Wells Fargo Advisors Financial Network and Keator Group, LLC. do not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Our Suite of Services

  • Goal based investment planning
  • Estate Planning Strategies
  • Access to lending services through Wells Fargo affiliates
  • Charitable strategies
  • Custodial services
  • Trust services
  • Insurance evaluation
  • Retirement planning:
  • Traditional, Roth, and Roth Conversion IRAs; SEP-IRAs; Pension and profit-sharing plans; 401(k) plans; Defined-benefit plans; Evaluating existing plans; Working with you and your advisors in designing and implementing new plans

We are trained, qualified, recognized and ready to help you take control of your financial future. In selecting us, we realize you’ve chosen us over alternatives in a competitive industry. We’ll work hard to continue to earn your trust each time we serve you. An excellent first step in establishing your relationship with us may be setting up an asset-management account. Your account includes:

  • a choice of professionally managed portfolios;*
  • SIPC & FDIC Insurance “How your money is protected”
  • automatic reinvestment of interest, dividends, and other cash balances into the portfolio you select;
  • a comprehensive account statement for your cash and/or securities;
  • convenient check-writing and ATM access;
  • Direct Deposit—automatic deposit of your paycheck (or government checks like Social Security) in your account via electronic funds transfer; and
  • an Automatic Payment feature—monthly debits for payments like mortgages, insurance drafts, and car payments.
  • overdraft protection through a Credit Line
  • Internet access to account information –
    & much more…

Call us to hear more about our process and services.

* Professional money management may not be suitable for all investors.