KEENAN INVESTMENT MANAGEMENT, INC.
KEENAN INVESTMENT MANAGEMENT, INC. is a trusted financial advisor with a solid reputation for providing expert financial advice to clients. With years of experience in the industry, this firm has established itself as a leader in the financial management sector. From managing assets to offering a variety of financial services, KEENAN INVESTMENT MANAGEMENT, INC. strives to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
KEENAN INVESTMENT MANAGEMENT, INC. offers a range of financial services to clients, allowing them to make informed decisions about their investments. Some of the key takeaways include:
- Expert financial advice from experienced advisors
- A wide range of financial services to choose from
- Customized solutions tailored to individual needs and goals
- A transparent and ethical approach to managing assets
- Continuous monitoring and updates on investments
Facts and Insights
Here are some key numbers and insights that give an overview of KEENAN INVESTMENT MANAGEMENT, INC.’s services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KEENAN INVESTMENT MANAGEMENT, INC. offers a variety of financial services to cater to different investment needs:
- Investment management
- Retirement planning
- Education planning
- Asset allocation
- Estate planning
Client Types
KEENAN INVESTMENT MANAGEMENT, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
KEENAN INVESTMENT MANAGEMENT, INC. operates on a fee-only basis, meaning that they do not receive commissions from financial products. This ensures that their advice is always unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and are determined based on the complexity of the services provided.
Background
KEENAN INVESTMENT MANAGEMENT, INC. was founded in 2005 by John Keenan, a highly experienced and certified financial advisor. With a team of qualified advisors, this firm has grown to become a top choice for individuals and businesses seeking expert financial advice. The team at KEENAN INVESTMENT MANAGEMENT, INC. is dedicated to helping clients achieve financial success through personalized and ethical services.
Financial Advisor Disclosures to Know
Before seeking the services of any financial advisor, it is important to be aware of any disclosures they may have. KEENAN INVESTMENT MANAGEMENT, INC. has a clean record with no disclosures reported on their Form ADV, meaning they have no legal or regulatory actions against them. This further reinforces their reputation as a trustworthy and reliable financial advisor.