James McKenna's Contact Details

James McKenna's Company Details

McKenna Financial

Bozeman, MT, US • 5 - 9 Employees
Financial Services

Almost every individual faces complex questions about how to optimize their financial wealth and ensure the security of their families' futures. We work with you one-on-one to help you identify financial strategies that can help you accumulate assets for the future, shield your business and personal assets from liability, and safeguard asset transfer to your children and grandchildren.John McKenna, Meghann McKenna, Leisl Mooer, Berkley Hudson and Micaela McKenna are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, John McKenna, Meghann McKenna, Leisl Mooer, Berkley Hudson and Micaela McKenna are Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 1711 West College Street, Bozeman, MT 59715, (406) 587-5166. John McKenna, Meghann McKenna, Leisl Mooer, Berkley Hudson and Micaela McKenna are not licensed in all jurisdictions. Neither John McKenna, Meghann McKenna, Leisl Mooer, Berkley Hudson and Micaela McKenna nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. McKenna Financial is not owned or operated by New York Life Insurance Company or its affiliates.