KEANEY FINANCIAL SERVICES

Wealth management strategies for individuals, families, businesses, corporations, and non-profit organizations... In association with ta x professionals and estate planning attorneys, we offer wealth management solution s with a strong focus on risk mitigation, tax-efficiency, generational weal th transfer and philanthro pic plannin g... Wealth analytics solutions combined with personalized estate financial planning. We have a strong focus on risk management, tax-efficiency, and philanthropy management. We have strategically partnered with institutional managers, attorneys, and tax professionals.

Also known as: Keaney Financial Services Corp.

Primary location: Stuart United States