At Keller Financial Group, our clients are the focus of our firm. As trusted financial advisors for over 25 years, we work with individuals and businesses to help them successfully grow, protect, preserve, and transfer their wealth. We deliver value to our clients by providing sound financial guidance and high quality accounting, tax, and payroll services with an exceptional level of service.
Our team of experienced and approachable financial professionals work diligently to provide accurate, timely, and insightful financial information to help our clients make informed decisions and successfully navigate financial challenges. We also offer the benefit of advanced online technology which allows our clients to access key information at their convenience, complementing our one-to-one approach to client care and attention.
Our team of experienced and approachable financial professionals work diligently to provide accurate, timely, and insightful financial information to help our clients make informed decisions and successfully navigate financial challenges. We also offer the benefit of advanced online technology which allows our clients to access key information at their convenience, complementing our one-to-one approach to client care and attention.
Services
For more than 25 years, Keller Financial Group has served individuals and businesses in the Mechanicsburg, Pennsylvania area.
Our team of financial professionals work closely with each of our clients, taking a holistic approach to helping them achieve their overall financial objectives with personalized, comprehensive solutions including financial and retirement planning, investment management, tax strategies, in addition to business accounting and advisory services.
Our team of financial professionals work closely with each of our clients, taking a holistic approach to helping them achieve their overall financial objectives with personalized, comprehensive solutions including financial and retirement planning, investment management, tax strategies, in addition to business accounting and advisory services.
Accurate and timely tax and accounting information and financial services are a necessity for any successful business or personal financial situation. Let the Keller Financial Group team provide you with the comprehensive services that will help you achieve your financial objectives. We offer a full range of services with the expertise you require.
Ashley joined our firm in 2013 and provides support for our day to day operations. Her responsibilities include, overseeing and implementing company policies and procedures, managing the Firm's information systems and overseeing it's functions, assists in the marketing of the Firm's accounting services and manages and coordinates the human resource functions.
Julie is a Certified Public Accountant and an Attorney licensed in the state of Pennsylvania. Julie has more than 20 years of public accounting and industry experience. She specializes in the taxation of small businesses and individuals. She received a BS degree from Wheeling Jesuit College while majoring in accounting, and a Doctor of Jurisprudence from West Virginia University College of Law.
Paula works with KFG Wealth Management by serving our clients with answers to investment questions sand processing client requests from check requests, annual reviews, scheduling meetings and helping to manage accounts and execute trades. Paula has worked in the financial industry since 1996 she has extensive experience with mutual funds, stocks and annuities.
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