Network·Venture Capital
📍 VERNON, CT
SEC CRD #801-126600
Keynote Financial Services is a fiduciary investment adviser in Connecticut providing portfolio management, retirement planning, and personalized financial guidance to individuals and families with $206 million in assets under management.
KENT ZAHNER
CCO
📞 (860) 875-5753
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AUM
$227M
Check Size
$206M–$206M
Location
VERNON, CT
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