McKeon Financial Specializing in Non-Stock Market Investments

Financial ServicesWashington, United States0-1 Employees

McKeon Financial is an independent financial planning firm based in Marysville, Washington, that focuses on non-stock market investments. The firm targets retail customers seeking institutional- and institution-like investment opportunities, including retirement income planning, 401(k) and IRA rollovers, stock market alternatives, direct participation programs, active tactical asset management, and long-term care insurance. Positioned within the financial services industry, it emphasizes education, communication, and service to help clients make informed decisions, while offering securities and advisory services through a registered broker-dealer and investment advisor. The company operates with a small staff and has ties to its supervisory and compliance network, reflecting its status as an independent entity within a broader market framework. A recent development noted is its ongoing online presence, including a homepage and social media profiles, to provide information and context about its offerings and activities.

Sign up for free to view info

Email Format Employee directory