Kennedy Wealth Management
(23 Reviews)
Our mission is to help you retire comfortably and stress free…making sure you have enough income to last you the rest of your life, while leaving behind a legacy to those you love and care about.
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Highlights
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In Business Since 2010
Free Initial Consultation
Sentiment Analysis
Financial experts
Added benefit of knowing your retirement is in good hands.
My wife and I appreciated the hour that Mark Kennedy and Jamon Green spent with us today reviewing our long term financial plan.
Over those years with Mark's advice, we have been able to retire with money in the bank, assets that have weathered the financial roller coaster of the last decade, and security knowing that we will have what we need for the rest of our lives, as well as being able to provide for our family after we're gone.
Mark really listens to what you think you want and formulates a great plan, has great weekly zoom seminars.
During that time I've always felt that they act professionally, respect their clients and have never failed to meet my needs.
Mark is very proactive with his clients, explains in detail his suggestions and follows through without delay.
Mark Kennedy and his team are exceptionally knowledgeable, proactive, and responsive to the needs and concerns of their clients!
Given the complexity of each transaction, Mark Kennedy has made all the variables very clear and easy to follow.
We felt very satisfied with the strategies he proposed, and other advice.
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