Company Information

Get to know McKeon Financial Specializing in Non-Stock Market Investments

Founded by Pat McKeon, McKeon Financial is a financial services company based in Medford, Oregon, that focuses on retirement planning with an emphasis on capital preservation. The company's core mission is to help clients protect their principal from stock market volatility by utilizing alternative, "safe money" investment vehicles. Their primary services revolve around structuring retirement income through fixed annuities, indexed annuities, and life insurance products, aiming to provide clients with financial security and peace of mind during their retirement years.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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McKeon Financial Specializing in Non-Stock Market Investments

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.