Kenney Wealth Planning & Management

Kenney Wealth Planning & Management is a Financial Planner in Issaquah, WA. The firm provides tailored investment, tax, and financial planning services designed to help clients secure their futures with personalized strategies. Specific areas of focus include saving money on taxes, growing investments, planning for retirement or financial independence, leaving a legacy, and organizing overall financial life. The practice offers comprehensive year-round tax planning to minimize liability, selects investments with low expense ratios, and reviews life, disability, long-term care, home, and auto insurance policies for value. Additionally, the firm assists with mortgage rates and refinancing timing, manages model portfolios for long-term growth based on risk tolerance, and utilizes tax-loss harvesting for taxable accounts. Clients receive regular progress checks and adjustments to their plans, while the firm also reviews financial statements and estate planning documents for errors and securely holds copies of important records.

Eric Kenney has been successfully managing his own investments for over 25 years and has served his family and friends for over 10 years. The approach involves explaining investment information and financial plans in simple, easy-to-understand language, providing short and concise financial plans with checklists to keep clients organized. The firm coordinates with accountants, attorneys, and insurance agents as needed, ensuring that clients have a single point of contact for questions or problems regarding their financial documents.

The office is located at 371 NE Gilman Blvd, Suite 160, in Issaquah. It sits on NE Gilman Blvd, approximately a quarter of a mile from the City of Issaquah Maintenance Facilities. Virginia Mason Issaquah Medical Center is about a third of a mile away, as are Veterans Park and the East Fork Issaquah Creek. East Sunset Way and EFR Station 71 are also within a third of a mile of the practice.

Kenney Wealth Planning & Management holds a 5.00 rating based on 371 reviews, reflecting a strong local reputation and an established track record built on a large base of customer feedback. In the Issaquah financial planning sector, this consistent high rating and substantial review volume distinguish the firm as a reliable choice for clients seeking organized, personalized financial guidance.