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About Kehoe Financial Advisors

About Kehoe Financial Advisors

Kehoe Financial Advisors was founded in 1982 with the goal of assisting our clients in every aspect of their financial lives. We've provided comprehensive and personal service for over 35 years. For each of our clients we strive to help create financial stability and security to provide financial independence. We do so with a simple focus -- to LISTEN, EDUCATE AND GUIDE. And we do so with a great customer service team: Jeri Schroeder, Office Manager; Lisa Baab, Paraplanner; and Bonnie Henry, Customer Service Associate.

The Practice

Kehoe Financial Advisors seeks to assist clients in developing and implementing financial strategies to help meet their retirement, estate and business planning objectives. This service includes business continuation and succession planning. Through consistent effort and a reputation for integrity, we have built a solid base of satisfied clients who have recommended others to us.

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