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Keen Wealth Advisors
Keen Wealth Advisors: Ganzheitliche, proaktive Vermögensberatung für eine sichere Altersvorsorge.
4.4
Business
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Keen Wealth Advisors: Ganzheitliche, proaktive Vermögensberatung für eine sichere Altersvorsorge.
Mit Sitz in Overland Park, Kansas, bietet Keen Wealth Advisors ganzheitliche Finanzplanung und Vermögensverwaltung, maßgeschneidert für langfristige Ziele. Kunden loben einen schnellen und professionellen Service, eine umfassende Ruhestandsplanung, proaktive Steuerstrategien und eine detaillierte Planung, die ihnen hilft, auf Kurs zu bleiben. Das Team wird als fürsorglich und zuverlässig beschrieben und bietet vertrauenswürdige Orientierung für das nächste Kapitel des Lebens.
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Personalisierte Portfoliomanagement-Lösungen mit Risikominderungsstrategien, die auf Ihre Ziele zugeschnitten sind.
Umfassende Planung für den Ruhestand, einschließlich Einkommensstrategien und Vorbereitung des zukünftigen Lebensstils.
Proaktive Steuerplanung und Optimierung zur Steigerung Ihrer finanziellen Effizienz.
Ganzheitliche Finanzberatung, die Nachlassplanung, Philanthropie und langfristiges Vermögenswachstum umfasst.
Bildungsveranstaltungen und Ressourcen, die Ihnen helfen, den Prozess der Finanzplanung zu verstehen und zu bewältigen.
Gesamtbewertung
Dana
I have been with Keen Wealth Advisors for about 7 months now and have been treated with great respect from Quin, Ben and Jeb since day 1. Rachel is always helpful when you need something or have a quick question. My questions are always answered quickly. Anytime I call they are happy to help. They have educated me on the financial planning process which has been very helpful. They have designed a personal plan for me with detailed planning and tax strategies.
Kevin Reene
We have been working with Keen for a bit over a year. They clearly understand the high expectations of AEC engineers and cater to the detailed explanations required to satisfy a detail-oriented mindset. They equip with enough information to satisfy curiosity, while also don't overburden with details. They have shared in philanthropic efforts and serve their community well. I am delighted to have found Keen so early in my journey and recommend them frequently as a "premium" offering in the wealth planning space.
Eugene Lively
While I was associated with Keen, I was warmly helped and accepted. After my divorce, since my ex-wife started with her inheritance into Keen, they could no longer help me with my half of the retirement funds. I looked for another fiduciary financial advisor and found a smart, caring team to deal with and actually charged less than Keen did. I felt I was vindicated for being chased away from Keen to this other team. I have made money since joining with the new team and am extremely happy that I am with the new team.
Barbara Chastain
Working with Keen Wealth Advisors has been one of the best financial decisions I’ve made. Their team provides exceptional service—combining smart investment management, detailed retirement planning, and proactive tax strategies. They take a holistic approach that gives me peace of mind about my financial future. I appreciate how responsive, professional, and genuinely caring everyone at Keen Wealth is. I highly recommend them to anyone looking for trusted long-term financial guidance.
Sheila Lillis
I have been in the capable hands of Keen Wealth for over 20 years and I am very pleased with their services. When the market goes into a tail spin I might loose some of my investment but because my portfolio is managed the risks are greatly reduced. My advisors listen to me and know my vision and have given me confidence in purchasing a new home in my retirement and prepare for some upcoming travel plans. They have provided me the opportunity to enjoy my life and help stay the course with my financial well being. A true partner in my next chapter!
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