About
Keaney Financial Services Corp.
We are one of the few Financial Services organizations in the country that have a department within our firm that focuses on working with doctors and attorneys.
We understand how important it is to work within your busy schedule and time constraints. Therefore, we use our network of other professionals to help ensure maximization of time and productivity to provide you the most suitable service to our clients.
Our Process
Consultation
Addressing initial concerns and needs. Also, review current policy, if you have one.
Design
Design the policy the way YOU want it! And find possible specialty related discounts.
Q&A
There’s no such thing as a dumb question. Please ask away!
Apply
You give us the “Green light” and we’ll take care of the rest.
What's Next?
Once, your policy is in place, we stay in contact to make sure that we’re always aware of any changes in your life. Whether it’s an increase in your income, change of address and beneficiaries, or claim we’re just a phone call away of getting it taken care of for you.
Don’t forget! Having helped many professionals throughout the years, we have a huge network of service professionals that we trust and can help meet other needs. Let us know if you need a trusted partner. (CPAs, Bookkeepers, Home Health Providers, Legal representation, P&C insurance, etc)
Money Isn’t the most important thing in life, but it’s reasonably close to oxygen in the ‘gotta have it’ scale.
Zig Ziglar