Top Rated Local

Claimed

Kennedy Wealth Management

Favorite Added Favorite Removed
86.83  Rating Score™
Finance
 ▾

Of 46 ratings posted on 3 verified review sites, Kennedy Wealth Management has an average rating of 4.85 stars. This earns a Rating Score™ of 86.83.

Our mission is to help you retire comfortably and stress-free…making sure you have enough income to last you the rest of your life, while leaving behind a legacy to those you love and care about.
RateRate WebsiteWebsite CallCall Now Directions Location
5
19
4
1
3
0
2
0
1
0
20 Total Reviews
4.9
topratedlocal.com
20 reviews | 4.9 average
google.com
25 reviews | 4.8 average
yellowpages.com
1 reviews | 5 average
*All trademarks are the property of their respective owners. See Supported Sources | Report Incorrect Source

20 ratings & reviews posted directly on Top Rated Local®

Quality
5.0
Value
4.9
Timeliness
5.0
Experience
5.0
Satisfaction
5.0
OVERALL
4.9
Showing 1-10 of 20 items.

1 review

My husband and I have had a wonderful experience with Mark Kennedy and his staff. Even though both of us were laid off, Mark set us up with a plan that will provide for us during our lifetimes and gives us peace of mind. It also includes a much better long-term care plan than we previously had. We are able to do a lot of traveling, which is our passion. We appreciate Mark's quarterly educational programs and his quality staff. We would highly recommend him to anyone needing his services.

1 review

I like the fact that we have an overall plan for our retirement. Also, I am pleased that you make timely changes in our overall portfolio to keep us abreast with changes in the market. Lastly, a SPECIAL thanks to Jamon for being so responsive even when I ask the impossible of him!

1 review

Mark and his staff are exceptional. I trust the decisions they make in managing my accounts.

1 review

Excellent service and they really keep me on track to allow me to experience my retirement dreams. I can finally sleep at night.

1 review

We have been with Mark Kennedy since 2008 and have been very pleased with his stewardship of our investments. No one has a crystal ball, but he has been very proactive in all respects. At my age "safety" trumps high returns, and we have consistently beat the averages while maintaining a mostly conservative position. Mark also has a great crew with him who make sure every detail is attended to. Frequent educational seminars and social events are a big plus too.

1 review

The staff is amazing and always comes thru with results in a very timely manner. Working closely with Jamon has been wonderful. He makes me feel like I am the only client. Even when I know he has a lot of balls in the air he is balancing. Thank you all for what you do.

1 review

I have had nothing but a wonderful experience with Mark and the entire staff.!!! Truly above and beyond professional people.

1 review

Mark Kennedy and his staff have one goal upon which they focus, 100% client satisfaction. They truly care about their clients economic well-being. My many years with this wealth management firm only leaves one question in my mind, why didn't I begin with them even years before. They are the best in their profession.

1 review

We have been with Kennedy Wealth Management since 2011 and couldn't be happier. Mark Kennedy created a plan for us which puts my mind at ease. Even with all the volatility of the stock market, I am confident that we will not outlive our money and that we will have a comfortable retirement. The staff at KWM is fantastic and the service is very personal. Mark does a great job of keeping us informed and educated about current conditions and all the things that retirees need to know. Besides educational events, he schedules regular social events to keep his clients engaged. We meet and relax with other clients and have made real lasting friendships. I guess the proof of our satisfaction is that we have referred several of friends to Mark who have joined his practice and are quite happy . The folks at KWM treat us like family and I couldn't recommend them more.

1 review

We are kept up to date on the market. Timely meetings to discuss long term goals.