Winged Keel Group

Financial Services - New York, NY, US

Winged Keel Group Employees
Maria Simmons

Client Services Assistant

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Emily Damron

Executive Assistant and Office Manager

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Brian Gartner

Principal, Head of San Francisco

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Madeline Morello

Executive Assistant to Principal and Chief Operating Officer

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Winged Keel Group Details

Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $55 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence "beneath the surface" that sets us apart.Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.• Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Winged Keel Group logo, Winged Keel Group contact details
Website: wingedkeel.com
Employees: 100 - 249
HQ: 212-527-8000
Location: New York, NY, US
Revenue: 20 - 50 Million
Life Insurance Annuities Insurance Dedicated Hedge Funds Estate Planning Private Placement Key Person Insurance Traditional Life Insurance Charitable Planning Financial Services Financial Advisory Services Insurance Agencies Brokerages Insurance
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