Company Overview
- Headquarters
- 23901 Calabasas Rd Suite 1064, Calabasas CA
- Website
- kennedywealthmgmt.com
- Phone
- (818) 224-4177
- Employees
- 8
- Founded in
- 2008
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 56 CompaniesNAICS Code 561 CompaniesNAICS Code 5611 CompaniesNAICS Code 561110 CompaniesNAICS Code 56111 CompaniesNAICS Code 52 CompaniesNAICS Code 525 CompaniesNAICS Code 5251 Companies
- SIC Code
-
SIC Code 63 CompaniesSIC Code 637 CompaniesSIC Code 641 CompaniesSIC Code 64 Companies
Financials & Stats
Revenue
$1B
Who is Kennedy Wealth Management LLC
Kennedy Wealth Management LLC is a limited liability company located in Calabasas, California. The firm is a relatively small business with a staff of three employees. Kennedy Wealth Management specializes in financial planning services for individuals and business owners nearing or already in retirement. Their unique three-step process is designed to help clients build retirement wealth, minimize tax burdens, and create a sustainable stream of income, ensuring financial security throughout their retirement years. What sets Kennedy Wealth Management apart is their focus on helping clients achieve their ideal retirement lifestyle. They understand the unique financial needs and goals of individuals entering this stage of life and tailor their services to help clients live comfortably and enjoy their well-deserved retirement. To learn more about Kennedy Wealth Management LLC and their services, visit their website at www.kennedywealthmgmt.com.
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