Kehoe Financial Advisors offers a broad array of financial planning and assistance to you - personally or for your business. Our first priority is helping you take care of yourself and your family. We embrace our fiduciary duty to act in our client's best interest in helping them grow their wealth, while lessening their overall risk. Since being founded in 1982, our focus is to LISTEN, EDUCATE, and GUIDE our clients and the community. Our advisors do this by delivering consistent, dependable service and support.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Educate - Discern and respond to what we have heard you say with resources, considerations, action plans, and ideas. Guide - Create and update goal-oriented solutions that are unique to you and your family, using your financial resources to help you achieve your goals. We assist clients in protecting their wealth/business through comprehensive planning, goal-oriented investment and risk strategies.
Kehoe Financial Advisors was founded in 1982 with the goal of assisting our clients in every aspect of their financial lives. We do so with a simple focus -- LISTEN, EDUCATE AND GUIDE. For each of our clients, we strive to help alleviate the complexities of your financial world while creating stability and security to provide financial independence.
Kehoe Financial Advisors (KFA) is committed to providing valuable services to not only our clients, but to our community as a whole. In support of our commitment to help improve our community, we offer the Educational Outreach Program. This program is aimed at providing the community information about financial topics important to you.
Reviews (4)
Conor Eaton
Dec 14, 2018
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I can’t speak highly enough of my experiences with Kehoe Financial. The advisors take the time to not only educate you of the business, markets, and investments but also truly listen to your concerns and answer any questions you may have. I, myself, am pretty conservative with investments and they have always taken care to advise accordingly. I would highly recommend Kehoe Financial to family and friends!
Steve Hausfeld
Aug 06, 2018
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James Feld
Jul 22, 2018
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My wife and I began to invest with Steve Kehoe back in the 80's. He has given us excellent, reliable advice and I recommend him to anyone seeking a good organization for financial investment. We have several IRA's with Steve and also our Life Insurances. In addition to the professional service he offers, Steve became a friend along the way. I recommend Kehoe Financial Services.
Mike Barthel
Jul 02, 2018
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