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Bret P. Keehn

Bret P. Keehn

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SagePoint Financial, Inc.

Financial Advisor Sequim, WA

3 reviews  •   Write a Review

Call 360-683-• • • •  Show

193 West Cedar Street, P.O. Box 1600

Sequim, WA 98382-3318

Services Provided by Bret P. Keehn

Investment Management, Retirement Planning, Annuities

Specialties:
Sells Retirement Products
Payment
  • Fee
  • Commission

Background Information for Bret P. Keehn

Licenses & Credentials
  • Series 24 General Securities Principal
  • Series 63 Uniform Securities Law
  • Series 65 Registered Investment Advisor
  • Series 7 General Securities Representative

Reviews of Bret P. Keehn

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by Renee
ago

I would recommend Bret

Regarding previous review. Yes, he does seem laid back, but what’s wrong with that? He has served us well with our money and has made sound investment choices. We had some complicated inheritance/trust money that he was very helpful with ...
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Duration: current

Services: Investments, Estate Planning, Financial Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Anonymous
ago

Amazing advice! Excellent knowledge

Bret Keehn knows what he is talking about, gave me excellent advice, and answered the questions I had with great knowledge.

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Duration: 12 mo

Services: Investments, Financial Planning, Retirement Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Barbara
ago

Too laid back....unable to answer questions in timely manner...procrastinates.

I found Bret Keehn to be too slow on the draw…too laid back….couldn’t answer questions directly and in a timely manner….unfriendly office atmosphere. Seems confused and gives the impression of not “knowing his stuf ...
+ Read Full Review

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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