Kennedy Wealth Management LLC - Calabasas, California

Kennedy Wealth Management LLC is a financial planning firm that can help you manage your wealth and achieve your financial goals. The company is located at Address: 23901 Calabasas Rd #1064, Calabasas, CA 91302, United States. You can contact them by phone at 8182244177. You can also visit their website at kennedywealthmgmt.com to learn more about their services.

One of the key specialties of Kennedy Wealth Management LLC is financial planning. Their team of experts can help you create a customized plan to manage your finances and reach your financial goals. They can assist you with a variety of financial needs, such as retirement planning, investment management, and tax planning.

The company is dedicated to providing excellent service to its clients. They have a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet to accommodate clients with disabilities. They also have regular business hours and recommend making an appointment to ensure you receive the attention you deserve.

Kennedy Wealth Management LLC has received many positive reviews from its clients. In fact, they have a stellar average opinion of 4.9/5 based on 48 reviews on Google My Business. This is a testament to the high-quality service they provide and the level of satisfaction their clients have experienced.

If you are looking for a financial planner to help you manage your wealth and achieve your financial goals, Kennedy Wealth Management LLC is an excellent choice. Their team of experts can provide you with the guidance you need to make informed decisions about your finances. You can contact them by phone or visit their website to learn more about their services and schedule an appointment.

Don't wait any longer to take control of your finances. Contact Kennedy Wealth Management LLC today and start working towards a brighter financial future

Reviews of Kennedy Wealth Management LLC

Rohit Vora

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 LeVoy

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 Vora

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 Stone

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

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.

Robert Peters

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 McClellan

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.

Joyous Quilter

5/5

Mark genuinely has his clients’ best interests at heart. He and his team work hard to set up a comprehensive long-term retirement plan to include all your assets, in a truly independent way, in order to provide you with a clear picture of all that you have and when each of those assets will play their part so that you are covered throughout all your retirement years.
Mark is very patient and will create, adjust and explain your tailored retirement plan until you fully understand it. Mark and his team are quick and efficient when the time comes to setting everything up. Long term, it is comforting to know that Mark carries out regular performance reviews of your tailored plan with you, and will make sure that it is activated in the most advantageous way for your situation when the time arrives.
We are very happy that we found Mark and relieved to know we have retirement funds set up for the future.