We are proud to announce James Ball's promotion to Associate Director! James has shown great commitment and enthusiasm for our mission at Keenan Financial. He has proven to be a pivotal role model in our Boston office, exemplifying true passion for his work and clients. We are excited to welcome him to our leadership team. Here's to your future success, James.?Congratulations!
关于我们
At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations. We believe in building long-term relationships and are committed to providing services tailored specifically to each individual client. We focus on your personal goals, needs, and aspirations to create a disciplined and customized investment strategy to help you grow your net worth. We stay on top of your financial needs by continuing to review your investment strategy amidst life events, changing priorities, and new ambitions. We simplify your financial situation by providing services that cover all aspects of your individual finances. Together, we will build, grow, and preserve your wealth. Keenan Financial believes that our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We provide an independent, unbiased analysis on your current financial situation. We build long lasting client relationships through trust, integrity, and superior service. Our success is measured solely by the success you have in achieving your goals. Keenan, LLC dba Keenan Financial is a registered investment advisor in the State of Massachusetts. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov
- 网站
-
https://www.KeenanFinancial.com
Keenan Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Boston，Massachusetts
- 类型
- 私人持股
- 领域
- Financial Planning、Investments、Retirement Planning、Estate Planning、Tax Planning、Education Planning、Annuities、Life Insurance、Long Term Care、Investment Management、Investment Advisory和Trust Accounts
地点
-
主要
获取路线
11 Beacon St
13th Floor
US，Massachusetts，Boston，02108
Keenan Financial员工
动态
-
We are thrilled to announce Caley Surro's promotion to Associate Director! Caley has consistently demonstrated enthusiasm and dedication to our mission. We are excited to welcome her to our leadership team. As a valuable role model in our Boston office, she continues to inspire our advisors with her commitment and expertise. Here's to your future success, Caley.?Congratulations!
-
-
We are proud to announce Murphy Jones' promotion to Associate Director! All of his hard work here in our Boston office has paid off and we couldn't be more excited to add Murphy to our leadership team. He continuously shows genuine care for his clients and has made a positive impact on their lives. We can't wait to see what the future holds, cheers Murphy! #financialplanning #financialfreedom
-
-
We are excited to announce our placement on Inc. Magazine's Best Workplaces for 2024! This marks the second year in a row we have been recognized as an environment that fosters collaboration and growth within the workplace. We would like to extend a big thank you to our advisors and staff members for upholding the culture we have instilled at our firm. Cheers to another year and many more to come! #incbestworkplaces #incmagazine #financialplanning
-