Kennedy Wealth Management
23901 Calabasas Rd, Calabasas, CA 91302
Reviews
02/15/2012
Provided by YP.comExcellent communication and professional. I love working with them.
More Business Info
'We help people think about their money. We can provide you the right tools along with unbiased recommendations to protect and secure your fortune!
- Hours
- Regular Hours
Sat - Sun Closed - Extra Phones
8182244177: 818-224-4177
- Services/Products
- Wealth AccumulationAsset ProtectionRetirement PlanningTax PlanningEstate PlanningTrusts Life InsuranceProbateIRA Legacy PlanningIRA & 401(K) RolloversCharitable Giving StrategiesLong Term Care ProtectionIncome Planning
- Amenities
- Free client workshops and seminars. Bi-monthly client appreciation events. Newsletters, sweepstakes, valuable case studies, mailings, etc.
- Accreditation
Better Business Bureau
- Associations
- National Ethics BureauAdvisorCheckMillion Dollar Round Table
- Other Link
- Categories
- Retirement Planning Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Insurance
- Other Information
Parking: On Site, Free
Wheelchair Accessible: Yes