Patrick J. Kenney, ChFC®, CLTC®
Patrick J. Kenney, ChFC®, CLTC®
Financial Consultant at Oak & Stone Capital
Address: 607 F Louis Dr., Warminster, PA 18974
Phone:215.444.9350
Fax: 215.444.9351
Email:
pkenney@oakandstonecapital.com
“Try not to become a man of success but rather try to become a man of value”-Albert Einstein
Professional Background
I am a 35 year veteran in the insurance and financial services industry, building my own company from scratch, and enjoying every minute of it. Today, I hold the Chartered Financial Consultant (ChFC) and the Certified Long Term Care Counselor (CLTC) designations, and looking to expand on those. My firm is continually changing by adding new partners, and increasing the services we offer to our clients.
My firm is different in that we offer holistic insurance, investment advice and strategies by leveraging our partnerships to create a personal and effective experience for our clients. We are very proud that we can offer our sound advice whether its protecting your personal liability or discussing social security options. Give us a try and experience the difference.
Patrick J. Kenney, ChFC®, CLTC®
Financial Consultant at Oak & Stone Capital
Address: 607 F Louis Dr., Warminster, PA 18974
Phone:215.444.9350
Fax: 215.444.9351
Email:
pkenney@oakandstonecaptial.com
“Try not to become a man of success but rather try to become a man of value”-Albert Einstein
Professional Background
I am a 35 year veteran in the insurance and financial services industry, building my own company from scratch, and enjoying every minute of it. Today, I hold the Chartered Financial Consultant (ChFC) and the Certified Long Term Care Counselor (CLTC) designations, and looking to expand on those. My firm is continually changing by adding new partners, and increasing the services we offer to our clients.
My firm is different in that we offer holistic insurance, investment advice and strategies by leveraging our partnerships to create a personal and effective experience for our clients. We are very proud that we can offer our sound advice whether its protecting your personal liability or discussing social security options. Give us a try and experience the difference.
Our Team
Oak & Stone of Southeast Pennsylvania
Joseph A. Catanzaro, CFP® | LPL Financial Advisor
Ambler, Pennsylvania
Phone: 215.643.6267
Aaron L. Landis, CLU®, ChFC® | LPL Financial Advisor
Quakertown, Pennsylvania
Phone: 215.536.5111
Patrick J. Kenney, ChFC® | Financial Consultant
Warminster, Pennsylvania
Phone: 215.444.9350
Elaine Kraft | Financial Consultant
Warminster, Pennsylvania
Phone: 215.444.9350
Jeffrey L. Landis | Branch Operations Manager
Doylestown, Pennsylvania
Phone: 215.345.4665
Katherine Keck, CFP® | LPL Financial Advisor
Orwigsburg, Pennsylvania
Phone: 570.449.2581