facebooktwitterpinterest

Reviews, get directions and contact details for McKenna Financial

About

McKenna Financial is a family-owned financial firm providing individuals & business owners with a broad range of financial services and products since 1949

Story

The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949 when my grandfather quit his job working for Northern Pacific Railroad to become a New York Life agent. My father joined the organization in June of 1974, I followed suit in 2004, and my sister joined in 2013. In addition to our family members, we are also fortunate to have other talented advisers and staff on our team who are passionate about helping our clients achieve their financial goals.

Impressum

The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949 when my grandfather quit his job working for Northern Pacific Railroad to become a New York Life agent. My father joined the organization in June of 1974, I followed suit in 2004, and my sister joined in 2013. In addition to our family members, we are also fortunate to have other talented advisers and staff on our team who are passionate about helping our clients achieve their financial goals.

Address: 1711 W College St, Bozeman, MT 59715, USA
Phone: (406) 587-5166
State: Montana
Zip Code: 59715


Similar places near
American Bank American Bank 843 meter Great local bank! Everyone here knows me by name and gives top notch service.
Morgan Stanley Morgan Stanley 855 meter
OneMain Financial OneMain Financial 940 meter
Stockman Bank Bozeman Kagy Stockman Bank Bozeman Kagy 1 miles Colleen did a fantastic job getting us approved for a home loan. As first time home b...
Rocky Mountain Bank Rocky Mountain Bank 1 miles I highly recommend Rocky Mountain Bank. I set up an account at Rocky Mountain Bank re...
Merrill Lynch Wealth Management Merrill Lynch Wealth Management 1 miles Good location, But sucks that they are associated with Bank Of America. . .
AFS Montana AFS Montana 1 miles
Edward Jones - Financial Advisor: Marty J Haskins Edward Jones - Financial Advisor: Marty J Ha... 1 miles Marty helped myself and 2 of my co workers set up retirement accounts in the last yea...
Reviews
Such an awesome group of insurance agents. Never met a more passionate person in their industry ever. Somehow, they're able to turn a really morbid feeling subject into something that's manageable and peaceful. They'll also meet you anywhere for your consultation, which makes it much more relaxed!
8 years ago (22-03-2017)
Micaela is wonderful to work with. Makes hard decisions easy. Super paitent with us as we plodded through our legacy plans!
8 years ago (22-03-2017)
Micaela at McKenna Financial is so easy to talk to and down to earth about life planning, from retirement to end of life planning. Thanks, Micaela!
8 years ago (22-03-2017)
Comment on this business

to add McKenna Financial map to your website;



We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy