Kennedy Wealth Management LLC - Calabasas, California

Address: 23901 Calabasas Rd #1064, Calabasas, CA 91302.
Phone: 82244177.
Website: kennedywealthmgmt.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 48 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Kennedy Wealth Management LLC

☎️82244177

⏰ Open Hours of Kennedy Wealth Management LLC

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Kennedy Wealth Management LLC: Expertos en Planificación Financiera

La Kennedy Wealth Management LLC, con sede en 23901 Calabasas Rd #1064, Calabasas, CA 91302, es una empresa de planificación financiera líder en la región, ofreciendo soluciones personalizadas para ayudar a los individuos y familias a alcanzar sus objetivos financieros.

Información de Contacto

Teléfono: 82244177

Sitio web: kennedywealthmgmt.com

Especialidades

La empresa se destaca en Financial planning, ofreciendo servicios de planificación financiera personalizada para ayudar a sus clientes a establecer objetivos financieros claros y alcanzables. Sus expertos en planificación financiera trabajan estrechamente con sus clientes para entender sus necesidades y objetivos, y desarrollar un plan de acción personalizado para ayudarlos a alcanzar sus metas.

Características y Servicios

Accesibilidad: La empresa cuenta con una entrada y estacionamiento accesible para sillas de ruedas, lo que la hace accesible para todos.

Recomendación de cita: Se recomienda hacer una cita con anticipación para asegurar un espacio disponible con el experto en planificación financiera.

Opiniones y Reputación

Con 48 reviews en Google My Business, Kennedy Wealth Management LLC tiene una media de opinión de 4.8/5, demostrando la satisfacción de sus clientes con los servicios que ofrece.

Recomendación Final

Si estás buscando una empresa de planificación financiera confiable y experta, Kennedy Wealth Management LLC es una excelente opción. Visita su sitio web y contacta con ellos para obtener más información y planificar tu consulta. Los expertos en planificación financiera están ansiosos por ayudarte a alcanzar tus objetivos financieros.

👍 Reviews of Kennedy Wealth Management LLC

Kennedy Wealth Management LLC - Calabasas, California

Rohit V.

5/5

Mark Kennedy and his team are consummate professionals who operate with complete transparency and integrity. I was fortunate to have found Mark to help me with retirement planning after going through several other financial planners. Mark offered several different scenarios based on my goals. We spent a lot of time with him in ultimately deciding on the right investment instruments that addressed our requirements for risk versus growth potential. He is also very knowledgeable and experienced about trust and life insurance products and we were fortunate to rely on him for his guidance to complete that part of the retirement planning as well. He also graciously helped our kids as well for their investment decisions and guidance. I would strongly recommend Kennedy Wealth Management, especially for retirement planning.

Mary L.

5/5

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

Kanika V.

5/5

Mark has gone above and beyond to meet with me and consistently check in to make sure I was making the best decisions through job changes, etc. He asked me for my goals and helped me tailor my portfolio to the timelines we talked about. Already I have seen such great returns. Very thankful for Mark and his full team!

Amanda S.

5/5

Mark is fantastic! He has faithfully guided me to a secure retirement. Mark and his staff are always available for questions and support. Could not recommend them more

Robert P.

5/5

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.

Lyle M.

5/5

Mark and his team are great at financial planning. From day one they have communicated effectively, by listening to our needs and thoroughly explaining our financial plan. Being out of state we have done it all virtually and we never had any technological issues. It has been a fantastic experience. They are 10/10.

Linnie M.

5/5

I am very happy with this company. Their straightforward and simple philosophy makes sense to me. I appreciate being able to meet remotely via Zoom. It is easy to do and together we get things done quickly and efficiently. Mark's team is professional and there has not been any loose ends with anything we have tried to do. They are on the job and we communicate easily.

Jim O.

1/5

This company will not stop spamming me with text messages once I made the error of giving them my contact information even after I blocked them. I then went on their website and asked for help via the pop up inquiry box, and was told they were a marketing firm, and "would pass along the request" before they terminated the conversation. Be warned.