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Keen Wealth Advisors

EST. AUM
$1,040,995,987

CONTACTS
4

CLIENT ACCOUNTS
2,605

Firm Details

Metro area Kansas City
CRD Number 170293
Website keenwealthadvisors.com
Client types

Overview

Keen Wealth Advisors adopts a team-based approach to client service, leveraging the diverse backgrounds and experiences of its professionals to address clients' long-term financial goals. The team offers expertise in areas such as investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management. They also assist clients with questions about early retirement, investment performance, college savings strategies, estate planning, and life insurance needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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