Brian Keigan

President & Financial Advisor

Bloomfield, Connecticut

Professional Profile

Call Me When

Call Me When... Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.

Contact Method

bkeigan@efsg-llc.com / 860.690.0830

Profession

  • Consultant
  • Insurance
  • Wealth Planner
  • Professional Certifications

    CPA, PFS, MBA

    Functional Expertise

  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Retirement
  • Strategic planning
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
  • Client Results

    Membership

    Connecticut - Hartford

    Member Since

    4 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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