Almost every individual faces complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. We work with you one-on-one to help you identify financial strategies that can help you accumulate assets for the future, shield your business and personal assets from liability, and safeguard asset transfer to your children and grandchildren.
John McKenna, Meghann McKenna, and Leisl Mooer are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, John McKenna, Meghann McKenna, and Leisl Mooer are Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 1711 West College Street, Bozeman, MT 59715, (406) 587-5166. John McKenna, Meghann McKenna, Leisl Mooer, Berkley Hudson and Micaela McKenna are not licensed in all jurisdictions. Neither John McKenna, Meghann McKenna, and Leisl Mooer nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. McKenna Financial is not owned or operated by New York Life Insurance Company or its affiliates.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Company Details
- Employees
- 4
- Address
- 1711 West College Street, Bozeman,mt 59715,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mckenna-financial.com
- Keywords
- Retirement Planning, Asset Protection, Estate Planning, Charitable Giving, Buy-sell Agreements, Life Insurance, Long-Term Care Insurance, Disability Insurance, Annuity Sales, Educational Funding Workshops, Business Succession Planning.
- HQ
- Bozeman, MT
- Competitors
- US Mobile, SpecialtyRx, Inc.
Mckenna Financial Questions
Mckenna Financial's website is mckenna-financial.com
Mckenna Financial's LinkedIn profile is https://www.linkedin.com/company/mckennafinancial
Mckenna Financial has
4 employees.
View email and phone details for 4
employees at Mckenna Financial.
Mckenna Financial's industry is
Financial Services
Mckenna Financial's top competitors are
Us Mobile,
Specialtyrx, Inc.
Mckenna Financial's categories are Financial Services
