At Kendall Wealth Partners, It's All About You! Financial planning is the story of your life. It is an ongoing conversation about the story of your life. It is a holistic, strategic planning approach based on a conversation about "what is important about money to you." It is your personal story—your ambition—for your life. We focus on what is important to you. We help you make smart choices about your money and finances so you can pursue a better future for you and your family. We help empower you to take action to fulfill your dreams and goals and perhaps ultimately transform your life. Money, wealth, and finances are simply the means to providing a good life. They provide you with the power to lead a fulfilling life. At Kendall Wealth Partners, we help you simplify your financial life. We help you design the story of your life with a financial plan. Developing your unique story is critical to your financial planning process. We help people feel confident and good about their financial affairs. **Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Kendall Wealth Partners. 315 Grand Ave, Pacific Grove, CA 93950. 831-372-2257. This communication is strictly intended for individuals residing in the states of CA, CO, FL, HI, ID, IL, MI, NV, UT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
View Top Employees from Kendall Wealth PartnersWebsite | http://www.kendallwealthpartners.com/ |
Revenue | $3 million |
Employees | 3 (1 on RocketReach) |
Founded | 1992 |
Address | 315 Grand Ave, Pacific Grove, California 93950, US |
Phone | (831) 372-2257 |
Fax | (831) 301-2424 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Kendall Wealth Partners employee's phone or email?
The Kendall Wealth Partners annual revenue was $3 million in 2023.
1 people are employed at Kendall Wealth Partners.
Kendall Wealth Partners is based in Pacific Grove, California.
The NAICS codes for Kendall Wealth Partners are [52, 523, 5239, 52393].
The SIC codes for Kendall Wealth Partners are [62, 628].