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Services

Feenan Financial Group - Our Services

We strive to serve as our clients’ one-stop resource in their financial lives, and to be a true partner in the pursuit of financial wellness.

 

For Individuals and Families:

  • Tax Services
  • Wealth Management and Investment Advisory Services
  • Financial and Retirement Planning

For Small Business Owners:

  • Tax and Accounting Services
  • Business owner's "lifestyle" planning
  • Continuity and Succession Planning