Keynote Financial Services LLC has been serving clients since 2004, helping families and individuals make smart, confident financial decisions. Based in Vernon, Connecticut, the firm built its reputation on integrity, personal attention, and a clear commitment to doing what’s best for each client. With around $200 million in assets under management, they’ve grown steadily over the years by relying on referrals, relationships, and trust—without much focus on a digital presence.
When GroClix first connected with Keynote, they had little online visibility—but a strong desire to expand their reach and help more people. After recently becoming an SEC-registered investment advisor, it became even more important for Keynote to build a professional, compliant, and approachable online identity.
We started by designing a clean, high-quality website that reflects their credibility without overwhelming the visitor. The site includes everything their clients need, from service information to required disclosures and regulatory resources. It’s intentionally simple, putting the client experience first—just like Keynote always has.
From an SEO standpoint, we laid the groundwork for future growth by building out keyword-rich, locally optimized content and setting up the structure for future blog posts, educational resources, and newsletters. While the current site is only the beginning, it’s built to scale as Keynote continues to grow.
This partnership is about more than just a website. It’s about helping a trusted financial firm carry their legacy into the digital world—one thoughtful step at a time.
More updates coming soon as we continue to expand Keynote’s digital presence.
