Kennedy Wealth Management, LLC

www.kennedywealthmgmt.com

Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who are 'in' or 'nearing' retirement, by utilizing a unique and proprietary 3 step financial planning process to help them build their retirement wealth, pay less in taxes, and develop income for life...so they don't run out of money before they die. This enables our clients to live their ideal retirement lifestyle. Find us on the web: www.kennedywealthmgmt.com

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Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who are 'in' or 'nearing' retirement, by utilizing a unique and proprietary 3 step financial planning process to help them build their retirement wealth, pay less in taxes, and develop income for life...so they don't run out of money before they die. This enables our clients to live their ideal retirement lifestyle. Find us on the web: www.kennedywealthmgmt.com

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Country

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State

California

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City (Headquarters)

Calabasas

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Finance Associate

    Email ****** @****.com
    Phone (***) ****-****

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