Welcome to Keen & Pocock! Financial decisions can be particularly confusing and stressful. But, they don’t have to be. We offer comprehensive financial planning services in a style that’s far different than most people experience. Our mission is simple. You have a vision of the future. It's our job to get you there through clearly defined financial strategies that are custom designed to fit your current needs, as well as meeting your future life goals.
So, How Do We Do It? We start by figuring out what your primary concerns are right now. Is it Retirement? Reducing taxes? Building a safe nest egg? Living life to the fullest? We’ll help you to prioritize your concerns and create a customized plan to achieve your goals. We have families and life goals just like you. Here’s what separates us from most financial planning firms: We don’t see our clients as “clients,” but family. Just like family, we’re going to be completely open and honest with you. We want you to have complete peace of mind as you come to understand exactly what we’re doing and how your money is working for you.
Securities and advisory services offered through The Strategic Financial Alliance, Inc. ("SFA") Member FINRA, SIPC. Advisory services offered through Strategic Blueprint, LLC., a registered investment adviser. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with K&P. Certain persons affiliated with K&P are also registered representatives and/or investment adviser representatives of SFA and investment adviser representatives of Strategic Blueprint. Home Office 678-954-4000. The SFA and K&P do not give tax or legal advice. We cannot guarantee future financial results. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account please contact our office directly. Don’t post personal, account or transaction information anywhere on this site.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 10300 Eaton Place,
- Phone
- +1-703.691.9200
- in****@****ock.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- keenpocock.com
- Keywords
- Wealth Management, Financial Planning, Tax Planning, Women in Finance, Insurance Planning, Long Term Care, Retirement, Portfolio Management.
- HQ
- Fairfax, VA
Keen & Pocock Questions
Keen & Pocock's helpline number is +1-703.691.9200
Keen & Pocock's website is keenpocock.com
Keen & Pocock's LinkedIn profile is https://www.linkedin.com/company/keen-pocock
Keen & Pocock has
7 employees.
View email and phone details for 7
employees at Keen & Pocock.
Keen & Pocock's industry is
Financial Services
Keen & Pocock's top competitors are
Virginia Mental Health Access Program (Vmap),
Betterment,
Ameriprise Financial Services, Llc,
The Kxn,
Investmentnews,
Financial Planner Recruiting, Llc,
Waverly Advisors,
Mariner.
Keen & Pocock's support email address is info@keenpocock.com
Keen & Pocock's categories are Financial Services
Keen & Pocock's founding year is 2007
