Kennedy Wealth Management LLC
About the Business
Kennedy Wealth Management LLC is a finance institution located at 23901 Calabasas Road in Calabasas, California, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Kennedy Wealth Management LLC is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Photos
Location & Phone number
23901 Calabasas Rd #1064, Calabasas, CA 91302, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Mark is a very knowledgeable well organized group that is extremely helpful in explaining the products that he positions his clients in to navigate the market in creating peace of mind that you will have the money to enjoy your retirement years. He is a clear thinker and a problem solver. His approach is profoundly professional and pragmatic. If you are approaching retirement I highly recommend you have a consultation with Mark, you will not be disappointed. I have been a very happy client for over 15 years."
"I I chose Kennedy Wealth Management group because I didn’t have a retirement plan and I am planning on retiring in 3 years. After becoming a client of Mark Kennedy I can say I am at ease for my golden years with my wife.and things look so much more positive than they did before ."
"I am absolutely delighted and impressed with your service. It is so refreshing to work with a financial advisor who is truly interested in their clients needs, circumstances and preferences. I am a single widow concerned about my financial future. Your professional, ethical and caring demeanor elicit my trust and confidence that I have chosen the right advisor for my financial future. I would highly recommend Mark Kennedy to anyone wanting to achieve a better financial outcome. If I could give him 10 stars instead of 5, I would! Mary 2023"
"Mark and his team have been tremendous in setting us up for retirement. They have helped us relax knowing they are there to make sure our retirement goals are met."
"Mark Kennedy has developed a program that prepares persons pre and post retirement with sound financial advice and services. He takes the time to help my wife and I understand all the issues and ramifications that we are facing. The sage information is based on facts, not fear."
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