Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who are 'in' or 'nearing' retirement, by utilizing a unique and proprietary 3 step financial planning process to help them build their retirement wealth, pay less in taxes, and develop income for life...so they don't run out of money before they die. This enables our clients to live their ideal retirement lifestyle. Find us on the web: www.kennedywealthmgmt.com
View Top Employees from Kennedy Wealth Management, LLCWebsite | http://www.kennedywealthmgmt.com |
Revenue | $1 million |
Employees | 9 (9 on RocketReach) |
Founded | 2008 |
Address | 23901 Calabasas Rd Suite 1064, Calabasas, California 91302, US |
Phone | (818) 224-4177 |
Technologies |
JavaScript,
HTML,
PHP
+16 more
(view full list)
|
Industry | Financial Services, Insurance |
Competitors | Classic Financial, RFS Financial |
SIC | SIC Code 63 Companies, SIC Code 64 Companies, SIC Code 641 Companies, SIC Code 637 Companies |
NAICS | NAICS Code 5251 Companies, NAICS Code 525 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 52 Companies, NAICS Code 56 Companies |
Looking for a particular Kennedy Wealth Management, LLC employee's phone or email?
The Kennedy Wealth Management, LLC annual revenue was $1 million in 2024.
Mark Kennedy is the President of Kennedy Wealth Management, LLC.
9 people are employed at Kennedy Wealth Management, LLC.
Kennedy Wealth Management, LLC is based in Calabasas, California.
The NAICS codes for Kennedy Wealth Management, LLC are [5251, 525, 561110, 561, 5611, 56111, 52, 56].
The SIC codes for Kennedy Wealth Management, LLC are [63, 64, 641, 637].