Feehan Financial Services
We deliver comprehensive wealth management services for families and businesses. We help our clients clarify their goals and aspirations and pursue them confidently. We use a collaborative and integrated approach to deliver comprehensive financial plans, risk management, and investment management solutions as well as specialized services for businesses.
Our philosophy is best expressed by the articulation of our Mission, Purpose, Core Values, and Planning Principles.
OUR MISSION
To help our clients gain CLARITY on their goals and aspirations and pursue them with CONFIDENCE through each phase of their life.
OUR PURPOSE
To enable our clients to lead their BEST LIVES and create LASTING LEGACIES.
OUR CORE VALUES
Our organization is built on the relationships we form among our team, our clients, and our strategic partners.
Our commitment to our core values provides the foundation for building exceptionally strong and enduring relationships. We strive to work and live by these values every day and always exhibit empathy and respect for others in everything we do. These five components form the foundation of the relationships we have with our clients:
OUR PLANNING PRINCIPLES
We believe that it is important to have a set of principles to share with our clients to gain clarity on the type of planning we do for them.
Our five values are foundational to all of the work we do and the advice we provide to our clients. We seek to gain agreement on these principles at the start of every relationship.
Address: 99 Hawley St Ste 200 Binghamton, NY 13901-3917, USA
Phone: +1 607 231 7300
