Keenan Financial
James Ball is a dedicated financial advisor at Keenan Financial since October 2022, specializing in comprehensive wealth management for high net worth individuals and families. Prior to this role, James gained experience in general construction with Schatzel Construction, handling various tasks involving heavy equipment and building materials. In 2020, James contributed as a campaign intern for Michelle Hinchey's NYS Senate campaign, managing campaign finance records and promoting public health information during the pandemic. Earlier experience includes four years as a groundskeeper for the Saugerties Department of Parks and Recreation, where James maintained and enhanced athletic fields, and a volunteer role at The House of the Good Shepherd, working with foster children. James holds a degree in World Politics, with a focus on Middle East and Islamic World Studies, from Hamilton College.
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Keenan Financial
At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations. We believe in building long-term relationships and are committed to providing services tailored specifically to each individual client. We focus on your personal goals, needs, and aspirations to create a disciplined and customized investment strategy to help you grow your net worth. We stay on top of your financial needs by continuing to review your investment strategy amidst life events, changing priorities, and new ambitions. We simplify your financial situation by providing services that cover all aspects of your individual finances. Together, we will build, grow, and preserve your wealth. Keenan Financial believes that our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We provide an independent, unbiased analysis on your current financial situation. We build long lasting client relationships through trust, integrity, and superior service. Our success is measured solely by the success you have in achieving your goals. Keenan, LLC dba Keenan Financial is a registered investment advisor in the State of Massachusetts. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov