About Our Firm
The Kee To Your Financial Needs
Kee Financial Services is a virtual financial company that based in Charlotte, North Carolina, serving clients across all 50 states. Our mission is to provide a convenient, hassle-free experience for our clients, eliminating the need for long office visits and endless paperwork, while building generation wealth and knowledge. We understand that life is busy, and our goal is to make financial services accessible and efficient for everyone.
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Our Journey
Originally starting as a virtual tax-only service in 2006, Kee Financial Services has expanded its offerings to cater to a wide range of financial needs. Our journey began with the idea of creating a more convenient and efficient way for clients to manage their taxes, without the stress and inconvenience often associated with traditional tax offices.As our founder's personal experiences led to frequent moves, we discovered the benefits of staying virtual and servicing clients across the United States. This flexibility has allowed us to retain clients and continue to provide top-notch financial services, regardless of location.
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Our Services
In 2019, we expanded our services to include:
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Individual and small business taxes
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Credit repair
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Business startup services
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Notary services
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Access to grants and business funding
We are also excited to announce the upcoming launch of our classes & eBooks on simple guides for starting various businesses, including taxes.
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Building Mental Wealth
At Kee Financial Services, we believe that building wealth starts with building mental wealth. In addition to our financial services, we have established a book club to encourage personal growth and knowledge expansion. We are dedicated to helping our clients succeed in all aspects of their lives. Our team of experienced professionals is ready to assist you with your financial needs. Whether you're looking for help with taxes, credit repair, or starting a new business, Kee Financial Services is here to support you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
