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Keaney Financial Services Corp.

Keaney Financial Services Corp.

Plan. Protect. Go Places.

Keaney Financial Services Corp.
759 SW Federal Hwy
Suite 326
772.287.8089
Today's Hours: 8:00AM - 8:00PM
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Our Mission

At Keaney Financial Services Corp, we are client centered.

 

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your particular situation.

 

We believe a good financial or business plan cannot exist without a “Strong Foundation”. We focus on helping reduce risk for individuals and businesses within their own “What if?” Scenarios. Monetary success begins with prudent risk management and a long-term mindset. We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Why not narrow the path to more predictable and acceptable outcomes?

 

Our energy, commitment, and efforts are focused on you, and your satisfaction. We understand the challenges families face today. Everything from managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you overcome these obstacles and pursue your goals.

 

Our business is built on a foundation of thoughtful client relationships that are not built on the normal 9 to 5 mindset. With us, you're family.

 

Group Benefits

Your Employees are the Backbone of Your Business. Offering benefits is important because it shows you are invested in them and their future. A solid employee benefits package can help attract and retain talent.

  • Profit Sharing Plans, 401(k), MEP, etc.*
  • Pension Plans*
  • Deferred Compensation Plans   
  • Buy-Sell Funding
  • Key Person Insurance
  • Executive Bonus Plan
  • Group Life Insurance
  • Group Health Insurance
  • Group Dental & Vision Insurance
  • Group Disability Income Insurance

Individual Planning Strategies

Financial planning isn’t just for the wealthy. It’s for everyone. No matter what life stage you are in, we can help.

  • Insurance Planning
  • Life, Disability, Dental Vision
  • College Savings Plans
  • Medicare Planning
  • Social Security Maximization
  • IRA’s: Traditional, Roth, Rollover, etc.
  • Fee Based Advisory Services
  • Retirement Planning
  • Wealth Management

Disclosure

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Keaney Financial Services are not affiliated. Ameritas Investment Corp. (AIC), Keaney Financial Services Corp., and All Things Treasure Coast are not affiliated. Additional products and services may be available through your Investment Advisor Representative through Keaney Financial Services that are not offered through AIC. Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from Keaney Financial Services will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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