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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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HeadquartersBoston, United StatesEmployees33(11 to 50)Annual revenue$1M to <$10MWebsitekeenanfinancial.comLinkedIn profileLinkedIn

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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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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