Kenney Wealth Planning & Management

Kenney Wealth Planning & Management is a Financial Planner in Issaquah, WA, located at 371 NE Gilman Blvd #160. The firm provides tailored investment, tax, and financial planning services to help clients save money on taxes, grow investments, and plan for retirement or financial independence. Services include comprehensive year-round tax planning, investment selection with low expense ratios, insurance reviews for life, disability, and long-term care, and reviews of home and auto insurance policies to lower rates. The firm also assists with mortgage processes, helping clients secure low interest rates and low fees, and identifying opportunities to refinance existing mortgages. Eric Kenney has successfully managed his own investments for over 25 years and those of family and friends for over 10 years. The business holds a rating of 5.00 based on 371 reviews.

The approach focuses on minimizing tax liability through year-round planning and selecting investments with low expense ratios. Model portfolios are designed for long-term growth according to risk tolerance, using tax loss harvesting to provide offsetting deductions for investment gains in taxable accounts. Retirement and financial independence plans involve estimating necessary funds and timing, followed by designing a plan and portfolio to achieve those goals, with regular progress checks and adjustments. The firm reviews financial statements and estate planning documents to check for errors and potential issues, securely holds copies of documents, and optionally coordinates with accountants, attorneys, and insurance agents.

The firm explains investment information and financial plans in simple and easy-to-understand language, providing short and concise financial plans with checklists to keep clients organized. Kenney Wealth Planning & Management has built a strong local reputation, reflected in consistently high customer ratings, and an established track record built on a large base of customer reviews.

The firm’s 25 years of investment experience and 5.00 rating based on 371 reviews demonstrate its commitment to tailored financial planning in Issaquah.

The firm is situated on NE Gilman Blvd in Issaquah, WA, approximately 0.2 miles from the City of Issaquah Maintenance Facilities and near Virginia Mason Issaquah Medical Center and Veterans Park.

BizScoreAI gives the business a Content Quality score of 100 out of 100, which ensures the website answers customer questions clearly so AI assistants can quote it directly. The business also receives a Technical score of 96 out of 100, meaning the site is secure and structured properly for search engines to read without errors.