License Verified:
License: 285673
Investment Adviser Public Disclosure Database, SEC
Business Description
Keenan Financial maintains a select clientele in New York City that includes high-net-worth individuals, families, and associations. The financial advisory firm helps clients secure their future and legacy through education, tax, insurance, retirement, and estate planning. Its advisors also offer comprehensive wealth management strategies, covering several investment options, including 401(k) plans, annuities, brokerage accounts, and IRAs. They have been featured in publications such as the Washington Post and the Boston Globe and on Bloomberg, CNN, and MarketWatch.
License Verified:
License: 285673
Investment Adviser Public Disclosure Database, SEC