About Keen Wealth Advisors
Keen Wealth Advisors offers a team-based approach to financial planning, catering to clients with diverse needs in a complex financial-services environment. The firm emphasizes the importance of multiple perspectives, ensuring that every client receives personalized attention throughout the planning and execution process. Clients report a high level of respect and responsiveness from the team, which includes knowledgeable professionals who are dedicated to educating clients about financial planning. Many clients highlight the effective strategies and detailed planning provided by Keen Wealth Advisors, noting their proactive communication and support. The firm has garnered positive feedback for its exceptional customer service, with clients feeling confident in their financial futures. Overall, Keen Wealth Advisors is highly recommended for anyone seeking comprehensive financial guidance and support.
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.
Keen Wealth Advisors have been a GODSEND for our family. Their advice & strategies have been incredibly helpful. They are knowledgeable, resourceful, and are excellent at what they do. They stay in constant contact and are a wealth of wisdom for navigating not only the markets, but all of the things we need to plan for. Cannot recommend them enough. So much so, that my parents, who live in an entirely different state - are now lifelong clients. 10/10, highly recommend.
I've been with Keen Wealth for 15 years and they have me on a great track to retire comfortably. The customer service is impeccable and I highly recommend them for all your financial needs.