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'We help people think about their money. We can provide you the right tools along with unbiased recommendations to protect and secure your fortune!
- info@kennedywealthmgmt.com
- Extra Phones
8182244177: (818) 224-4177
- Services/Products
- Wealth AccumulationAsset ProtectionRetirement PlanningTax PlanningEstate PlanningTrusts Life InsuranceProbateIRA Legacy PlanningIRA & 401(K) RolloversCharitable Giving StrategiesLong Term Care ProtectionIncome Planning
- Amenities
- Free client workshops and seminars. Bi-monthly client appreciation events. Newsletters, sweepstakes, valuable case studies, mailings, etc.
- Accreditation
Better Business Bureau
- Associations
- National Ethics BureauAdvisorCheckMillion Dollar Round Table
- Other Link
- Categories
- Other Information
Parking: On Site, Free
Wheelchair Accessible: Yes
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Reviews
proudgrama
02/15/2012
Excellent communication and professional. I love working with them.
Details
Phone: (818) 224-4177
Address: 23901 Calabasas Rd, Calabasas, CA 91302
Website: http://www.kennedywealthmgmt.com
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