Kennard Financial Services

More Info

General Info

Kennard Financial Services is an independent financial planning firm founded in 1979 comprised of the following associates: Lawrence P. Kennard, CFP – President; Jeffrey R. Kennard, M.B.A; Dennis A. Baca, CPA; Cary Beilstein; Rob Lord, Financial Advisor; Richard Maggio; Greg Pozar; Donald Raybuck; Seth Stein; William E. Walker, MBA. Our mission is to help our clients identify and achieve life and financial goals and to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, installing an appropriate financial plan, monitoring their goals and keeping them informed of the process and achievement of their goals.

Email

Email Business

Extra Phones

Fax: (216) 581-7474

Services/Products

Financial Planning Insurance Investments Retirement Plans Tax Planning

Payment method

cash

Other Link

http://www.kennardfinancial.com

Categories

Financial Planning Consultants, Insurance, Retirement Planning Services

Reviews

Details

Phone: (216) 581-7400

Address: 5250 Transportation Boulevard Suite 100, Cleveland, OH 44125

Website: http://www.kennardfinancial.com