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Kennedy Wealth Management LLC

  1. California
  2. Calabasas Finance

Reviews, get directions and contact details for Kennedy Wealth Management LLC

About

Kennedy Wealth Management, LLC

Story

We are your retirement specialists! We are a fee based Registered Investment Advisor firm specializing in retirement lifetime income planning, inflation protection and asset preservation for 401k and IRA rollovers. We can help you formulate a retirement income stream you will not outlive while also assisting you in designing tax friendly strategies for your investments.

Address: 23901 Calabasas Rd #1000, Calabasas, CA 91302, USA
Phone: (818) 224-4177
moc.tmgmhtlaewydennek@ofni
State: California
Zip Code: 91302


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
We have nothing but the utmost respect for Mark Kennedy and his staff. We have had wonderful experiences with every meeting and event we have gone to. They have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mark has set up for us and I honestly say I sleep pretty good at night knowing we are in good hands. I saw some of the negative comments and I can only imagine that people want to get something for nothing and I think Mark handled the criticism and accusations with graciousness above and beyond. I would highly recommend this firm to my friends and closest friends with complete confidence. Thank you Mark for all you and your staff have done for us.
9 years ago (11-06-2017)
Hi, I happen to reserve two seats for your seminar on May 7th at Cafe Bizou. I was told that someone from your office will call me to confirm my attendance. I was very surprise when the person who called me asked personal questions and she insisted that I'll tell her if I have at least $300,000.00 ( not including my house). I refused to answer that question to a stranger and she said:" If you don't answer the question I will remove your name from the guests list". I was in shock!!! I was never been insulted in my life. This incident that happened today does not give you any credit to deal with people.
14 years ago (06-05-2013)
I had the same encounter with a woman on the phone asking me "qualifying" questions before I could attend a seminar. When I said I would never provide details about my finances to a stranger on the phone, she said that many people "just want free food." How rude! And from the other reviews here, I am glad I did not attend this seminar...this guy sounds like a real piece of work!
14 years ago (20-06-2013)
Mark Kennedy, owner, is running a scam. He sends out a "no obligation" direct mail piece that offers a $150.00 certificate to Mastro's or Ruth Chris's steakhouse if you'll meet with him. We fell for it. Meeting began normally enough but it quickly devolved into a session where Kennedy brought out the strong arm sales tactics and became rude, condescending and insulting. We asked for our certificate which he refused to provide saying, "you have enough money, you can get it yourself and you weren't getting it anyway." If Mark Kennedy would run a scam for a lousy $150.00 imagine what he would do for real money! If you get one of these mailings, rip it up! If you're looking for a financial advisor, don't walk RUN away from Mark Kennedy the scammer!
15 years ago (22-01-2012)
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