Phillip R. Perry
Financial Advisor @Keenan Financial
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2019 — Present
Financial Advisor @Keenan Financial
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Independent advisor serving as a financial architect for a select group of successful individuals, families, businesses and entrepreneurs. Services include wealth management, flat fee financial planning, executive benefits/stock option planning, tax, estate planning, insurance, business planning and retirement plans/401(k)
ABOUT PHILLIP R. PERRY
Over a decade of financial services experience with an emphasis on wealth planning and…
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