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Walter & Keenan Finanical Consulting

EST. AUM
$844,608,778

CONTACTS
1

CLIENT ACCOUNTS
418

Firm Details

Metro area South Bend
CRD Number 104838
Website walterandkeenan.com
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Overview

Walter & Keenan Financial Consulting is an independent Registered Investment Advisor focused on providing personalized financial services to clients. The firm emphasizes a customized approach to investment management, financial planning, charitable giving, and family office services. With a commitment to acting in clients' best interests, Walter & Keenan aims to equip families with the necessary tools to confidently navigate their financial futures. The firm has a history of guiding clients through various market cycles and prioritizes thorough research and communication with a network of advisors and funds. Their services are tailored to meet the unique needs of each client, ensuring a comprehensive wealth management experience.

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Address

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

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