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GM Kenney and Associates

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About GM Kenney and Associates

G.M. Kenney & Associates (GMK) is a Sacramento Financial Advisor corporation that began business operations in 1988. At that time we were, in conjunction with attorneys, marketing Revocable Living Trust and Incapacity Care plans as well as investment and insurance services throughout Northern California. From 1988 to 1993 we provided these estate plans to over 4000 clients who were then in their 60's and 70's. We have worked with, aged with, these same clients since then.

As an independent investment and insurance services firm, we have the ability to access the entire spectrum of financial programs, selecting only the “best of the best” that work for our clients. In dealing with our client's aging issues we have built a network of CPA's, Estate Planning Elder Law Attorneys, Medi-Cal Qualification Specialists, Reverse Mortgage Brokers, and Health Care Facility Placement specialists… professionals in aging related services.

Location & Directions for GM Kenney and Associates

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6060 Sunrise Vista Dr Suite 1450, Citrus Heights, CA 95610
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Services GM Kenney and Associates Offers

Financial Coaching
Estate Planning
Investment Management
Retirement Planning

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