Feenan Financial Group
We are a wealth planning firm grounded in the belief that anyone can achieve financial freedom when empowered with financial education, confidence and prudent guidance. We offer all three through a practical, holistic approach to personal financial planning encompassing cash flow planning, lifetime tax reduction strategies, Social Security maximization and retirement income planning, investment advisory services, wealth accumulation and preservation strategies. Required Disclosures: Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Feenan Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
6
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
29
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DF
Don Ferrara
Income Tax Professional & Registered Rep · Finance & Accounting
EmailPhone - SF
Susan Farrell
Tax Consultant · Finance & Accounting
EmailPhone - MM
Melissa Morgida
Personal Auto Insurance Manager · Operations
EmailPhone - TB
Tom Byrne
Tax Consultant · Finance & Accounting
EmailPhone - MJ
Matthew J. Diver
Wealth Advisor, Operations · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Feenan Financial Group
5 distinct titles indexed · top 5 shown.
- 2tax consultant
- 1income tax professional & registered rep
- 1personal auto insurance manager
- 1tax preparer
- 1wealth advisor, operations
Sign up to unlock all 6 contacts at Feenan Financial Group
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