Kennedy Wealth Management LLC - Calabasas, California
Address: 23901 Calabasas Rd #1064, Calabasas, CA 91302, United States.
Phone: 8182244177.
Website: kennedywealthmgmt.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 48 reviews on Google My Business.
Average opinion: 4.8/5.
📌 Location of Kennedy Wealth Management LLC
⏰ 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
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"content": "
Kennedy Wealth Management LLC: Your Partner in Financial Success
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When searching for a financial planner to guide you through the complexities of wealth management, Kennedy Wealth Management LLC stands out as a premier choice. Located in the desirable community of Calabasas, California, this firm offers personalized financial advice designed to meet the unique needs of its clients. With a strong emphasis on client-centered service and ethical practices, Kennedy Wealth Management has established itself as a trusted name in financial planning, helping individuals secure their financial future and achieve their long-term goals.
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Company Overview
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Kennedy Wealth Management LLC operates as a dedicated financial planning firm, specializing in helping clients navigate their financial journey. The company's core mission revolves around understanding the individual circumstances, preferences, and needs of each client, ensuring that the financial strategies developed are tailored specifically to their situation. This personalized approach is a cornerstone of their service, aiming to build lasting trust and confidence among their clientele.
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At the heart of Kennedy Wealth Management's team is Mark Kennedy, a financial advisor whose expertise and dedication have been widely recognized and praised by clients. The firm leverages the knowledge and experience of its advisors to provide comprehensive financial guidance, covering areas such as retirement planning, investment strategy, tax optimization, estate planning, and risk management.
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Services Offered
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Kennedy Wealth Management LLC provides a range of financial services designed to meet diverse client needs. Their primary focus is on financial planning, which involves a thorough analysis of an individual's current financial status, future goals, and risk tolerance. Based on this comprehensive assessment, the team develops customized strategies to help clients build and preserve wealth.
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Key services offered by Kennedy Wealth Management typically include:
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- Retirement planning: Helping clients prepare for a secure retirement through savings strategies, Social Security optimization, and retirement income planning.
- Investment management: Designing and managing investment portfolios aligned with clients' objectives and risk profiles.
- Tax planning: Implementing strategies to minimize tax liabilities and maximize after-tax returns.
- Estate planning: Assisting clients in preserving wealth for future generations through trusts, wills, and other estate tools.
- Risk management: Identifying and mitigating potential financial risks, including life insurance and liability protection.
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The firm prides itself on staying abreast of market trends and regulatory changes to ensure that clients receive the most relevant and effective advice. Their commitment to ongoing learning and professional development ensures that they remain at the forefront of financial planning.
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Location and Accessibility
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Kennedy Wealth Management LLC is situated at 23901 Calabasas Rd #1064, Calabasas, CA 91302. This location places the firm within a convenient area, making it accessible to clients in the surrounding regions. The Calabasas area is known for its affluent communities and excellent amenities, reflecting the firm's appeal to clients seeking financial expertise in a supportive environment.
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Recognizing the needs of all clients, Kennedy Wealth Management has made its physical space accessible. The facility features a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. These amenities ensure that the firm is inclusive and accommodating to everyone, fostering an environment where clients can feel comfortable and valued during their visits.
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Contact Information and Professional Approach
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For those seeking to connect with Kennedy Wealth Management, the firm can be reached via phone at 818-224-4177. Additionally, their website, kennedywealthmgmt.com, serves as a valuable resource for prospective clients seeking more information about the firm's services, team members, and a comprehensive overview of their approach to financial planning.
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It is important to note that appointments are recommended when contacting the firm, as this allows for optimal scheduling and ensures that clients receive the personalized attention they deserve. This emphasis on appointments underscores the firm's client-focused approach, ensuring that each client feels prioritized and that the meeting time is fully utilized for productive financial discussions.
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Appointments are recommended to maximize the value of your time and ensure a thorough consultation.
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Client Testimonials and Reputation
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Kennedy Wealth Management LLC has built a strong reputation in the financial services industry, particularly noted for the guidance provided by Mark Kennedy. The firm maintains a high level of client satisfaction, evidenced by its 4.8 out of 5 rating across 48 Google My Business reviews. These reviews consistently highlight the firm's professionalism, ethical conduct, and genuinely caring approach.
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One client, Mary, expressed her profound satisfaction with the service received, stating that working with Mark Kennedy was refreshing due to his genuine interest in understanding her specific needs and circumstances. She mentioned feeling secure in her financial future, placing her trust in the advisor's expertise and ethical demeanor. Her testimonial highlights the firm's success in fostering long-term client relationships based on personalized care and effective strategy.
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The positive feedback emphasizes Kennedy Wealth Management's ability to not only provide sound financial advice but also to build rapport and trust with clients. This blend of professional expertise and compassionate service is a key differentiator for the firm in a competitive marketplace.
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Why Choose Kennedy Wealth Management LLC
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Choosing a financial planning firm involves careful consideration of their expertise, values, and approach. Kennedy Wealth Management LLC distinguishes itself through several key attributes that make it an excellent choice for individuals seeking financial guidance.
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Personalized Financial Planning
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Unlike larger financial institutions that may offer generic advice, Kennedy Wealth Management focuses on personalized planning. They take the time to understand your unique financial situation, goals, and concerns, ensuring that the strategies developed are specifically tailored to meet your individual needs.
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Experienced Team
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With years of experience in financial planning and investment management, the team at Kennedy Wealth Management brings a wealth of knowledge to the table. Their expertise spans various aspects of personal finance, enabling them to address complex financial challenges and capitalize on opportunities effectively.
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Ethical and Transparent Approach
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Ethics are paramount in the financial industry, and Kennedy Wealth Management upholds the highest standards of professionalism and transparency. Clients can trust that they are receiving advice that is in their best interests, free from conflicts of interest or undue influence.
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Commitment to Accessibility
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The firm's commitment to accessibility ensures that all clients, regardless of physical ability, can access their services comfortably and conveniently. This attention to detail reflects their broader dedication to client care and inclusivity.
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Proven Client Satisfaction
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The strong client testimonials and high average rating on Google My Business serve as a testament to the firm's consistent performance and client-centered approach. Choosing Kennedy Wealth Management means aligning with a firm that has a proven track record of client satisfaction and successful financial outcomes.
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Conclusion: A Trusted Partner for Your Financial Journey
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In conclusion, Kennedy Wealth Management LLC offers expert financial planning services designed to help clients achieve financial security and success. With a focus on personalized advice, ethical practices, and a caring approach, the firm has earned the trust and loyalty of its clients. Their convenient location in Calabasas, California, and commitment to accessibility make them an approachable yet professional choice for individuals seeking reliable financial guidance.
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Whether you are just beginning to plan for your financial future or looking to refine existing strategies, the team at Kennedy Wealth Management is well-equipped to provide the support and expertise you need. By choosing a firm with a strong reputation and a proven track record, you can embark on your financial journey with confidence, knowing that you have a dedicated partner working in your best interests.
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For more information or to schedule a consultation, visit their website at kennedywealthmgmt.com or call them at 818-224-4177 to speak with Mark Kennedy or a member of the Kennedy Wealth Management team.
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"summary": "Kennedy Wealth Management LLC is a highly-rated financial planning firm in Calabasas, CA, known for personalized service and ethical advice.",
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👍 Reviews of Kennedy Wealth Management LLC
