Client Services

Our goal is to provide superior service with the utmost integrity and confidentiality, while preserving capital and achieving long-term growth.

BUSINESS METHODOLOGY:

Wealth management for individuals and institutions. Dedicated team of professionals with experience in:

  • Investment management
  • Corporate and personal financing options*
  • Corporate cash management
  • Employee stock option exercise
  • Investment planning
  • Estate planning*
  • Custodial services
  • Trust services*
  • Insurance evaluation*
  • Retirement planning
  • Charitable strategies

*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.

 

Professional Advice and Services:

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

  • confidentiality
  • a person who’s concerned about your financial welfare;
  • 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.


Keator Group, LLC. is trained, qualified, 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.

 

A FULL RANGE OF PRODUCTS AND SERVICES Comprehensive Asset Management:

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; *
  • 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;
  • overdraft protection through a Credit Line
  • 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.
  • Internet access to account information

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

 

About Keator Group, LLC:

We offer a full range of financial programs and choices to assist business owners, executives, and corporations — including:

  • Personal investment portfolios;
  • Estate planning for executives;
  • Rule 144 sales of restricted and control stock;
  • Stock-option exercise and sale strategies;
  • Corporate cash management;
  • Corporate stock repurchase strategies;
  • Retirement plans:- Traditional, Roth, and Roth Conversion IRAs; - SEP-IRAs; - Pension and profit-sharing plans; - 401(k) plans; - Money-purchase pension plans; - Defined-benefit plans; - Evaluating existing plans; - Working with you and your advisors in designing and implementing new plans;
  • Key-person and other life insurance programs*;
  • Funding for buy-sell insurance agreements*;
  • Investment advice on proceeds from sale of business; and
  • Corporate finance services (for mature, profitable middle-market companies).

*Insurance products are offered through affiliates of Wells Fargo & Company.

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