DZ
Daria Zalewska
Associate Financial Advisor at Keil Financial Partners
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Work Experience
Associate Financial Advisor
Oct 2024 - Present · 3 months
Paraplanner
Jan 2023 - Oct 2024 · 1 years and 9 months
Virtual Investment Analyst & Associate Planning Coordinator
Jul 2020 - Jan 2023 · 2 years and 6 months
Company Details
You only get one shot at retirement. We want you to get it right. Retirement should create enjoyment, not anxiety. We’re here to help you with your retirement, investment, and tax planning decisions so that you can assemble all the pieces of your retirement puzzle with ease. At Keil Financial Partners, our team will guide you through our 5-step retirement income strategy that helps you maintain the lifestyle you want, no matter how long your retirement might last. We help you manage inflation, market, sequence of return, and longevity risk to put your mind at ease and allow you to focus on living your retirement to the fullest. Imagine being able to see the outcome of your life’s work through a plan that paints your ideal vision of retirement. A retirement you can actually achieve. Are you ready to discover your ideal retirement strategy? Learn more by visiting us online at: http://keilfp.com === Keil Financial Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. As an Amazon Associate I earn from qualifying purchases.
Year Founded
2019
Social Media
Linkedin
Industry
Financial Services
HQ Location
15350 W National Ave Suite 214 New Berlin, Wisconsin 53151, US
Keywords
financial planningretirement planningretirementfinancial professionals
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