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about us

Who We Are

Kingston & Keane Financial is dedicated to empowering businesses with expert financial planning and advisory services. With extensive experience in strategic business planning, new business formation, and corporate real estate, we help companies navigate complex financial landscapes with confidence.

We work with businesses across various industries, offering customized solutions that align with their financial goals and operational needs.

Core Values

Mission

To provide businesses with expert financial guidance, ensuring smart decision-making, sustainable growth, and financial stability.

Vision

To be the leading financial advisory firm, known for our strategic insights, innovative solutions, and client-focused approach.

what we’re offering

Your Path to Financial Success

We bring industry-specific expertise to businesses, providing tailored financial solutions to help them navigate their unique challenges. Our specialization includes:

Strategic Business Planning

Car insurance is a crucial financial your
legal responsibility.

Management Advisory

Providing expert advice on operational efficiency and financial structuring.

New Business Formation

Guiding startups and entrepreneurs through the business establishment process.

Corporate Real Estate

Assisting businesses in optimizing their real estate investments and assets.

Let us help you build a strong financial future. – Learn More About Our Services

Industries We Serve

We bring industry-specific expertise to businesses, providing tailored financial solutions to help them navigate their unique challenges. Our specialization includes:

Energy and Utilities

Optimizing financial planning for energy production, utilities, and infrastructure projects.

Professional Services

Supporting law firms, consultancies, and agencies with strategic advisory services.

Automotive

Helping manufacturers, dealerships, and suppliers manage financial operations efficiently.

Pharmaceuticals and Biotechnology

Ensuring financial sustainability and compliance for healthcare innovators.

Explore Industry Solutions. Discover customized strategies for your sector.

Why Choose Us?

Ready to Secure Your Business’s Financial Future?

Our experts provide customized financial strategies to fuel growth and stability.

Meet the Team

Our team consists of financial advisors, business strategists, and real estate consultants with deep expertise in helping businesses scale effectively.

team

Meet Our Leadership Team

Patrick Kelly

Product Manager

Michael Davis

Financial Advisor

Parlo Castillo

Sales Associate

Dave Gerhardt

Claims Adjuster
Reviews

Client Testimonials

Kingston & Keane Financial provided expert financial planning that transformed our business operations and growth strategy.

Robert W.

CEO, Energy Solutions Group
Their advisory services helped us navigate complex financial decisions, ensuring stability and success.

Linda M.

Managing Partner, Professional Services Firm
Blog

Resources and Blog Highlights

Stay ahead with expert insights and financial strategies. Recent articles include:

Satisfied Clients

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Years of Experience

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Client Growth

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Client Satisfaction

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Frequently Asked
Questinons

  • Q: What industries do you specialize in?

    A: We provide specialized financial solutions for energy, professional services, automotive, and pharmaceutical industries.

  • Q: How can I get started with your services?

    A: Schedule a free consultation through our website or call us directly.

  • Q: Do you offer virtual consultations?

    A: Yes, we provide online and remote advisory services for all clients.

Our Process

How We Work

Consultation

Understanding your business goals and financial challenges.

01

Strategy Development

Crafting customized solutions to optimize financial outcomes.

02

Implementation

Seamless execution with expert guidance.

03

Ongoing Review

Regular assessments to refine strategies as your business evolves.

03

Privacy & Security Commitment

We prioritize your privacy and security, ensuring compliance with the highest financial and data protection standards.