Kennedy Wealth Management, LLC

Retire Comfortably Without Worry!

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General Information
Company Name
Kennedy Wealth Management, LLC
Founded Year
2008
Location (Offices)
Calabasas, United States +1
Founders / Decision Makers
Mark Kennedy - Founder, President & Owner
Number of Employees
5
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Kennedy Wealth Management, LLC - Company Profile

Kennedy Wealth Management, LLC, based in Calabasas, CA, offers specialized financial services aimed at individuals and business owners in or nearing retirement. The company's proprietary 3 step financial planning process is designed to help clients achieve their retirement goals by building wealth, minimizing taxes, and securing a reliable income for life. Founded in 2008, Kennedy Wealth Management focuses on Financial Services and Wealth Management industries. The company's mission is encapsulated in the slogan, "Retire Comfortably Without Worry!" Currently, there is no publicly available information about the last investment or the investors involved. More details and contact information can be found on the company's website at www.kennedywealthmgmt.com.

Taxonomy: Wealth Accumulation, Asset Protection, Retirement Planning, Tax Planning, Estate Planning, Life Insurance, IRA Legacy Planning, IRA & 401(K) Rollovers, Charitable Giving Strategies, Long Term Care Protection, Income Planning

Funding Rounds & Investors of Kennedy Wealth Management, LLC (0)

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There is no investment information

Latest News of Kennedy Wealth Management, LLC

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No recent news or press coverage available for Kennedy Wealth Management, LLC.

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