Keenan Financial

Keenan Financial is a registered investment advisory firm offering comprehensive wealth management, financial planning and investment services. The firm works with individuals, families and associations, and builds a customized investment strategy around each client's personal goals, reviewing it as life events and priorities change.

Services cover retirement, education and tax planning, estate planning, insurance, and employer and business owner benefits such as 401(k) plans and succession planning. Advisors are fiduciaries and act as independent, unbiased guides. Meetings can be scheduled at a client's home or office, including evenings and weekends. The office is at 7 Bulfinch Place in Boston.