Keenan Financial

Keenan Financial At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.

We are committed to providing services tailored specifically to each individual client.

Congratulations to Nick for officially earning his CFP! Your hard work and dedication continues to impress us. We’re exc...
04/25/2025

Congratulations to Nick for officially earning his CFP! Your hard work and dedication continues to impress us. We’re excited to see all the great work you’ll do in helping clients achieve their financial goals. We’re proud to have another CFP on the team 👏

We are proud to announce James Ball's promotion to Associate Director!James has shown great commitment and enthusiasm fo...
10/02/2024

We are proud to announce James Ball's promotion to Associate Director!

James has shown great commitment and enthusiasm for our mission at Keenan Financial. He has proven to be a pivotal role model in our Boston office, exemplifying true passion for his work and clients. We are excited to welcome him to our leadership team.

Here's to your future success, James. Congratulations!

We are thrilled to announce Caley Surro's promotion to Associate Director!Caley has consistently demonstrated enthusiasm...
07/26/2024

We are thrilled to announce Caley Surro's promotion to Associate Director!

Caley has consistently demonstrated enthusiasm and dedication to our mission. We are excited to welcome her to our leadership team. As a valuable role model in our Boston office, she continues to inspire our advisors with her commitment and expertise.

Cheers to your future success, Caley. Congratulations!

We are excited to announce our placement on Inc. Magazine 's Best Workplaces for 2024!This marks the second year in a ro...
06/27/2024

We are excited to announce our placement on Inc. Magazine 's Best Workplaces for 2024!

This marks the second year in a row we have been recognized as an environment that fosters collaboration and growth within the workplace.

We would like to extend a big thank you to our advisors and staff members for upholding the culture we have instilled at our firm. Cheers to another year and many more to come!

We are excited to announce that Keenan Financial has been named to Inc. Magazine’s annual Best Workplaces list!We’re ext...
05/25/2023

We are excited to announce that Keenan Financial has been named to Inc. Magazine’s annual Best Workplaces list!

We’re extremely proud of our company culture as we work together to help our clients reach their financial goals.

https://www.inc.com/profile/keenan-financial

Thank you to our friends over at Nixon Peabody LLP for hosting some of our advisors last week. Staying current on new es...
05/10/2023

Thank you to our friends over at Nixon Peabody LLP for hosting some of our advisors last week. Staying current on new estate planning laws and strategies is always a high priority for us. See you next time!

Please join us in congratulating Nicholas Gannon on being promoted to Associate Director in our Boston office!We are exc...
09/14/2022

Please join us in congratulating Nicholas Gannon on being promoted to Associate Director in our Boston office!

We are excited to add Nick to our leadership team. He is dedicated to helping our businesss grow and guiding his clients toward their goals & dreams.

Congratulations, Nick!

Please join us in congratulating Casey Huffman on being promoted to Associate Director in our Boston office!We are excit...
09/13/2022

Please join us in congratulating Casey Huffman on being promoted to Associate Director in our Boston office!

We are excited to add Casey to our leadership team. He is passionate about our business and helping his clients achieve their financial goals.

Congratulations, Casey!

Address

11 Beacon Street
Boston, MA
02108

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm

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