Brendan Keohane

As a Financial Planner, Brendan services the financial needs of individuals, families, and businesses while seeking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help them achieve them. This starts with helping them become clear in their objectives by identifying and prioritizing what matters most and understanding what’s possible. 

His disciplined approach integrates: 

• Current financial position
• Protection planning
• Investment planning
• Tax planning
• Retirement planning
• Estate planning

When the initial analysis is complete, Brendan can identify solutions for specific needs or build and implement a financial plan that can help put his clients in the best position to succeed. 

About Brendan

Brendan has been in the financial services industry for over two decades. He went to Iona College and worked the years after college as a head hunter before making the move into financial services in 1992. Since then, and with the highest level of integrity, Brendan has built his practice organically, consistently adding new clients who are referred to him by people who feel that the advice and guidance he provides is of genuine value to them.

Brendan currently resides in Yonkers, New York with his wife and two children.  With an autistic son, Brendan is passionate about autism awareness and seeks to help whomever he can in his role as a financial planner. There is nothing more important to a family’s financial future than a plan. 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck