.. McKenna Financial | Bozeman, MT

Helping clients achieve
their financial goals
since 1949

Your Partner In Planning

We are a third-generation firm helping individuals, families, and business owners build a legacy for today and generations to come.

Our Past and Present

The roots of McKenna Financial are deep and strong, tracing back to 1949.

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Our Suite of Services

Our financial strategies are aimed at optimizing your financial wealth and safeguarding your assets for the future.

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Our Legacy Your Legacy

A You-Centric Approach

We call ourselves a family business because our company has been in our family for three generations, but also because we consider each and every client to be family as well. Our passion is helping everyone we work with grow, manage, and protect the assets they’ve worked so hard for. We can help you with:

  • Insurance
  • Investments
  • Financial Planning
  • And more