Keenan Financial
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:
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Verified contacts
32
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
126
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- IM
Inis Mija
Financial Advisor · Finance & Accounting
EmailPhone - JR
Jack Reid
Financial Advisor · Finance & Accounting
EmailPhone - NJ
Nicholas Jasie
Financial Advisor · Finance & Accounting
EmailPhone - PR
Phillip R. Perry
Financial Advisor · Finance & Accounting
EmailPhone - MJ
Matthew J. Poindexter
Director - Financial Advisor · Finance & Accounting
EmailPhone - NG
Nicholas Gannon
Associate Director · General Business & Management
EmailPhone - RS
Ryan Schoffield
Associate Director · General Business & Management
EmailPhone - TA
Tyler A. Dolan
Vice President · General Business & Management
EmailPhone - AP
Ashleigh Paige Krockta
Operations Manager · Operations
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Keenan Financial
13 distinct titles indexed · top 10 shown.
- 16financial advisor
- 3associate director
- 1bsba in finance
- 1business analytics graduate @ quinnipiac university
- 1director - financial advisor
- 1economics major and student athlete at denison university
- 1financial planner
- 1independent financial advisor
- 1operations manager
- 1social responsibility committee member
- +3more titles
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