The Keen Insight Group

5 star rating 1 Review

(770) 441-3553(770) 441-3553 View Website »

3930 E Jones Bridge Road, Suite 155Norcross, GA 30092

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Reviews

  • The Keen Insight Group - Norcross, GA -  dachshundqueen

    Reviews: 4

    Excellent Financial Planner
    dachshundqueen (4 reviews)
    1/22/2009

    We have been very happy with Keen Insight Group. He has provided us with the tools and support to both become debt free except for our mortgage and to grow our savings. We have been fortunate to work with them from our engagement (2004) to date. They were able to provide us with good and reliable information on retirement, college savings for our children, estate planning, and rainy day/everyday savings that earn nice returns that we are happy with and meet our investment risk comfort levels.

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Business details

Service Area

  • Alpharetta
  • Buford
  • Cumming
  • Duluth
  • Dunwoody
  • Gwinnett County
  • Lawrenceville
  • Lilburn
  • Norcross
  • Roswell
  • Sandy Springs

Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Insurance Brokerage Services

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Certified Financial Planner
  • Chartered Life Underwriter

Hours of Operation

  • MON
  • 8:30am
  • 5:00pm
  • TUE
  • 8:30am
  • 5:00pm
  • WED
  • 8:30am
  • 5:00pm
  • THU
  • 8:30am
  • 5:00pm
  • FRI
  • 8:30am
  • 5:00pm
  • SAT
  • SUN

Year Established

1983

Photos

Album: Generic
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The Keen Insight Group