The Keeney Bunnell Group
Look at the vast majority of clients we serve and you’ll find achievers who have built successful businesses, created jobs and contributed to the economic life of their communities. They know what it’s like to combine prudent strategy with calculated risk to achieve results. They are equally careful with their personal wealth. We believe that’s why many business owners, affluent families, professionals and corporate executives turn to The Keeney Group for wealth management, advice and guidance.
Insight for entrepreneurial wealth
We have a keen understanding of the unique challenges affluent clients face because of our experience in working with them. Our guidance is designed to help manage multiple income streams, invest for retirement, streamline succession implementation, monetize equity compensation, and much more.A commitment to outstanding service
Our team respects the hard work and enthusiasm that have gone into your achievements. Our goal is to match that drive with skill, know-how and unparalleled personal service. We focus on helping you pursue your goals and on improving our abilities, year after year with advanced training and certifications. Most of all, we’re committed to being a dedicated resource for all your family’s financial needs—for today, tomorrow, and for whatever comes next.Look at the vast majority of clients we serve and you'll find achievers who have built successful businesses, created jobs and contributed to the economic life of their communities. They know what it's like to combine prudent strategy with calculated risk to achieve results. They are equally careful with their personal wealth. We believe that's why many business owners, affluent families, professionals and corporate executives turn to The Keeney Group for wealth management, advice and guidance.
Insight for entrepreneurial wealth
We have a keen understanding of the unique challenges affluent clients face because of our experience in working with them. Our guidance is designed to help manage multiple income streams, invest for retirement, streamline succession implementation, monetize equity compensation, and much more.
A commitment to outstanding service
Our team respects the hard work and enthusiasm that have gone into your achievements. Our goal is to match that drive with skill, know-how and unparalleled personal service. We focus on helping you pursue your goals and on improving our abilities, year after year with advanced training and certifications. Most of all, we're committed to being a dedicated resource for all your family's financial needs—for today, tomorrow, and for whatever comes next.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
