D.B. McKenna & Co., Inc.
Financial Planning & Investments
At D.B. McKenna & Co., Inc. we believe...
- By putting clients’ needs first and taking a conservative approach to investing, we can build long-term partnerships. It is our goal to become your financial partner ... for life.
- In the importance of a financial plan–one that evolves with life changes. We work with our clients to develop attainable financial goals and objectives. We educate them, assist them in the selection of appropriate investments, and monitor their plans to help meet established goals.
- In providing our clients with the highest level of service. Accordingly, we have established a team to satisfy their needs and to remain responsive at all times. Our quality service and client commitment distinguish us from our competitors.
- We have the blend of professionalism, knowledge, and available investment alternatives to meet the diverse needs of our clients.
- We invest in our clients as much as they invest in us.
 Founded in 1982, D.B. McKenna, & Co. is an independent investment broker/dealer serving the needs of individuals, corporations and non-profit organizations primarily located in Vermont, northwestern Massachusetts and northeastern New York. Our clearing arrangement with Raymond James and Associates, Inc., allows us to offer clients the face-to-face contact they desire, as well as the research and account services of a major national investment firm. We are a ”family” business of investment professionals, dedicated to meeting the individual needs of those we serve. We welcome the opportunity to work with you. |
As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that, together with our clients, we can determine the best options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
207 West Main Street
Bennington, VT 05201
Phone: 802-447-1538
Fax: 802-447-0034
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