Kennedy Wealth Management LLC

Working with Mark Kennedy and the Kennedy Wealth Management team has been a straightforward, pain-free experience. Our experience has made navigating the transition to retirement so much easier!

I am absolutely delighted and impressed with your service. It is so refreshing to work with a financial advisor who is truly interested in their clients needs, circumstances and preferences. I am a single widow concerned about my financial future. Your professional, ethical and caring demeanor elicit my trust and confidence that I have chosen the right advisor for my financial future. I would highly recommend Mark Kennedy to anyone wanting to achieve a better financial outcome. If I could give him 10 stars

Mark Kennedy and his team are consummate professionals who operate with complete transparency and integrity. I was fortunate to have found Mark to help me with retirement planning after going through several other financial planners. Mark offered several different scenarios based on my goals. We spent a lot of time with him in ultimately deciding on the right investment instruments that addressed our requirements for risk versus growth potential. He is also very knowledgeable and experienced about trust and

Mark has gone above and beyond to meet with me and consistently check in to make sure I was making the best decisions through job changes, etc. He asked me for my goals and helped me tailor my portfolio to the timelines we talked about. Already I have seen such great returns. Very thankful for Mark and his full team!

Mark and his team are great at financial planning. From day one they have communicated effectively, by listening to our needs and thoroughly explaining our financial plan. Being out of state we have done it all virtually and we never had any technological issues. It has been a fantastic experience. They are 10/10.

Kennedy Wealth Management has been great setting me up with an amazing retirement strategy unique to my needs.

Mark is fantastic! He has faithfully guided me to a secure retirement. Mark and his staff are always available for questions and support. Could not recommend them more

Mark genuinely has his clients? best interests at heart. He and his team work hard to set up a comprehensive long-term retirement plan to include all your assets, in a truly independent way, in order to provide you with a clear picture of all that you have and when each of those assets will play their part so that you are covered throughout all your retirement years. Mark is very patient and will create, adjust and explain your tailored retirement plan until you fully understand it. Mark and his team are qu

I am very happy with this company. Their straightforward and simple philosophy makes sense to me. I appreciate being able to meet remotely via Zoom. It is easy to do and together we get things done quickly and efficiently. Mark's team is professional and there has not been any loose ends with anything we have tried to do. They are on the job and we communicate easily.

We have been with Mark and his company for over 5 years and have the utmost respect for him and his staff. Our meetings have always proven to be enlightening and helpful. Mark is very good at explaining our portfolio, recommending changes and keeping us informed. His seminars and events have always been enlightening and we always go away feeling we learned something. Mark and his staff have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mar

Working with Mark Kennedy and the Kennedy Wealth Management team has been a straightforward, pain-free experience. Our experience has made navigating the transition to retirement so much easier!

I am absolutely delighted and impressed with your service. It is so refreshing to work with a financial advisor who is truly interested in their clients needs, circumstances and preferences. I am a single widow concerned about my financial future. Your professional, ethical and caring demeanor elicit my trust and confidence that I have chosen the right advisor for my financial future. I would highly recommend Mark Kennedy to anyone wanting to achieve a better financial outcome. If I could give him 10 stars

Mark Kennedy and his team are consummate professionals who operate with complete transparency and integrity. I was fortunate to have found Mark to help me with retirement planning after going through several other financial planners. Mark offered several different scenarios based on my goals. We spent a lot of time with him in ultimately deciding on the right investment instruments that addressed our requirements for risk versus growth potential. He is also very knowledgeable and experienced about trust and

Mark has gone above and beyond to meet with me and consistently check in to make sure I was making the best decisions through job changes, etc. He asked me for my goals and helped me tailor my portfolio to the timelines we talked about. Already I have seen such great returns. Very thankful for Mark and his full team!

Mark and his team are great at financial planning. From day one they have communicated effectively, by listening to our needs and thoroughly explaining our financial plan. Being out of state we have done it all virtually and we never had any technological issues. It has been a fantastic experience. They are 10/10.

Kennedy Wealth Management has been great setting me up with an amazing retirement strategy unique to my needs.

Mark is fantastic! He has faithfully guided me to a secure retirement. Mark and his staff are always available for questions and support. Could not recommend them more

Mark genuinely has his clients? best interests at heart. He and his team work hard to set up a comprehensive long-term retirement plan to include all your assets, in a truly independent way, in order to provide you with a clear picture of all that you have and when each of those assets will play their part so that you are covered throughout all your retirement years. Mark is very patient and will create, adjust and explain your tailored retirement plan until you fully understand it. Mark and his team are qu

I am very happy with this company. Their straightforward and simple philosophy makes sense to me. I appreciate being able to meet remotely via Zoom. It is easy to do and together we get things done quickly and efficiently. Mark's team is professional and there has not been any loose ends with anything we have tried to do. They are on the job and we communicate easily.

We have been with Mark and his company for over 5 years and have the utmost respect for him and his staff. Our meetings have always proven to be enlightening and helpful. Mark is very good at explaining our portfolio, recommending changes and keeping us informed. His seminars and events have always been enlightening and we always go away feeling we learned something. Mark and his staff have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mar

We have nothing but the utmost respect for Mark Kennedy and his staff. We have had wonderful experiences with every meeting and event we have gone to. They have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mark has set up for us and I honestly say I sleep pretty good at night knowing we are in good hands. I saw some of the negative comments and I can only imagine that people want to get something for nothing and I think Mark handled the cr

Mark and his team have been very responsive and thorough in guiding me through planning for retirement. Mark is very knowledgeable of markets and investment instruments and takes the time to answer all of my many questions. I appreciate the fact that they do not pressure the client but try to educate and tailor advice according to each individual's comfort level. I highly recommend Mark and his team to anyone exploring their retirement financial strategy.

Mark had been our financial advisor for just over 10 years. We trust and appreciate all he has done for us in helping us to become financially ready for retirement. I really enjoyed our casual, relaxed meeting over zoom and look forward to our next meeting. Thank you Mark??

This company will not stop spamming me with text messages once I made the error of giving them my contact information even after I blocked them. I then went on their website and asked for help via the pop up inquiry box, and was told they were a marketing firm, and "would pass along the request" before they terminated the conversation. Be warned.

We have been clients of Kennedy Wealth Management for 10 years. Over those years with Mark's advice, we have been able to retire with money in the bank, assets that have weathered the financial roller coaster of the last decade, and security knowing that we will have what we need for the rest of our lives, as well as being able to provide for our family after we're gone. Thank you Mark and the team at Kennedy Wealth Management!!

I I chose Kennedy Wealth Management group because I didn't have a retirement plan and I am planning on retiring in 3 years. After becoming a client of Mark Kennedy I can say I am at ease for my golden years with my wife.and things look so much more positive than they did before .

We have been clients of Mark Kennedy?s for 5 years now. Mark?s recommendations always make sense, and we're glad we have followed them. My priorities are safety, security and most importantly peace of mind, which I absolutely have working with Mark and his exceptional, professional team of associates.

We have been working with Kennedy Wealth Management and Mark Kennedy since 2016. Given the complexity of each transaction, Mark Kennedy has made all the variables very clear and easy to follow. He has also only recommended plans that fit our long term goals and requirements. His staff is always available to take care of any pending issues. I would highly recommend Kennedy Wealth Management.

Mark Kennedy has developed a program that prepares persons pre and post retirement with sound financial advice and services. He takes the time to help my wife and I understand all the issues and ramifications that we are facing. The sage information is based on facts, not fear.

We have been clients of Kennedy Wealth Management since 2011 and are extremely happy to be with them. As we approached retirement it was pretty evident that we needed someone who specialized in that area. We have worked directly with Mark Kennedy and his staff to create a plan that not only preserves our assets but also assures that we will not run out of money for as long as we live. Our previous stockbrokers were focused on trying to make money as fast as possible, but the risk and volatility seemed exces

We have nothing but the utmost respect for Mark Kennedy and his staff. We have had wonderful experiences with every meeting and event we have gone to. They have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mark has set up for us and I honestly say I sleep pretty good at night knowing we are in good hands. I saw some of the negative comments and I can only imagine that people want to get something for nothing and I think Mark handled the cr

Mark and his team have been very responsive and thorough in guiding me through planning for retirement. Mark is very knowledgeable of markets and investment instruments and takes the time to answer all of my many questions. I appreciate the fact that they do not pressure the client but try to educate and tailor advice according to each individual's comfort level. I highly recommend Mark and his team to anyone exploring their retirement financial strategy.

Mark had been our financial advisor for just over 10 years. We trust and appreciate all he has done for us in helping us to become financially ready for retirement. I really enjoyed our casual, relaxed meeting over zoom and look forward to our next meeting. Thank you Mark??

This company will not stop spamming me with text messages once I made the error of giving them my contact information even after I blocked them. I then went on their website and asked for help via the pop up inquiry box, and was told they were a marketing firm, and "would pass along the request" before they terminated the conversation. Be warned.

We have been clients of Kennedy Wealth Management for 10 years. Over those years with Mark's advice, we have been able to retire with money in the bank, assets that have weathered the financial roller coaster of the last decade, and security knowing that we will have what we need for the rest of our lives, as well as being able to provide for our family after we're gone. Thank you Mark and the team at Kennedy Wealth Management!!

I I chose Kennedy Wealth Management group because I didn't have a retirement plan and I am planning on retiring in 3 years. After becoming a client of Mark Kennedy I can say I am at ease for my golden years with my wife.and things look so much more positive than they did before .

We have been clients of Mark Kennedy?s for 5 years now. Mark?s recommendations always make sense, and we're glad we have followed them. My priorities are safety, security and most importantly peace of mind, which I absolutely have working with Mark and his exceptional, professional team of associates.

We have been working with Kennedy Wealth Management and Mark Kennedy since 2016. Given the complexity of each transaction, Mark Kennedy has made all the variables very clear and easy to follow. He has also only recommended plans that fit our long term goals and requirements. His staff is always available to take care of any pending issues. I would highly recommend Kennedy Wealth Management.

Mark Kennedy has developed a program that prepares persons pre and post retirement with sound financial advice and services. He takes the time to help my wife and I understand all the issues and ramifications that we are facing. The sage information is based on facts, not fear.

We have been clients of Kennedy Wealth Management since 2011 and are extremely happy to be with them. As we approached retirement it was pretty evident that we needed someone who specialized in that area. We have worked directly with Mark Kennedy and his staff to create a plan that not only preserves our assets but also assures that we will not run out of money for as long as we live. Our previous stockbrokers were focused on trying to make money as fast as possible, but the risk and volatility seemed exces

Been a client with Mark Kennedy Wealth Management for a few years. Mark really listens to what you think you want and formulates a great plan, has great weekly zoom seminars. His staff and are always very professional .

My husband and I both retired about 9 years ago. At the time we were clients with Merrill Lynch and they gave us good service over the years. However, as we approached retirement it became obvious that our current brokerage just didn't "get" retirement. They continued to recommend risky investments that just didn't seem appropriate for retirement. We met with Mark Kennedy and his approach made a lot of sense. We switched to his firm and we couldn't be happier. His approach to investing is something we had n

Mark and his team are the most knowledgeable and professional at helping us navigate our retirement. They have made us feel very at ease through this process. We highly recommend this wealth management group.

I appreciate the professionalism with which Mark and his team comport themselves. Whenever I need assistance or have a question , they are quick to respond. I specifically like the way Mark keeps us apprised of current market conditions and ensures our position is always in tune with our specific requirements, needs and desires.

My wife and I appreciated the hour that Mark Kennedy and Jamon Green spent with us today reviewing our long term financial plan. We will have a good path forward based on our conversation. Throughout the course of the year, we also appreciate how responsive Jamon Green is, both over the phone and via email. His input is always brief, accurate and to the point.

Mark and his team have been tremendous in setting us up for retirement. They have helped us relax knowing they are there to make sure our retirement goals are met.

I have been using Kennedy Wealth Management (KWM)for ten years. Prior to using KWM I had no direction on how I could comfortably retire. Mark Kennedy's professional and truly caring demeanor with each interaction was very apparent. I have highly recommended KWM to relatives, close friends and others over the years and have been thanked for doing so. Once again, thanks to you Mark and your wonderful staff for ten years of financial advising and growing my net worth.

Kennedy Wealth Management goes above and beyond what one would expect from a financial adviser. They have continual client education, and lots of client appreciation events. But most important, they are really dedicated to helping people plan their retirement so that their money is safe, and secure.

Every experience with Mark Kennedy and Kennedy Wealth Management is a positive one. Mark is very proactive with his clients, explains in detail his suggestions and follows through without delay.

Mark and his associates are real professionals. They have been very responsive to us during these terrible times with good advice and a lot of hand holding. We have been with them for over 10 years and are very grateful for their expertise.

Been a client with Mark Kennedy Wealth Management for a few years. Mark really listens to what you think you want and formulates a great plan, has great weekly zoom seminars. His staff and are always very professional .

My husband and I both retired about 9 years ago. At the time we were clients with Merrill Lynch and they gave us good service over the years. However, as we approached retirement it became obvious that our current brokerage just didn't "get" retirement. They continued to recommend risky investments that just didn't seem appropriate for retirement. We met with Mark Kennedy and his approach made a lot of sense. We switched to his firm and we couldn't be happier. His approach to investing is something we had n

Mark and his team are the most knowledgeable and professional at helping us navigate our retirement. They have made us feel very at ease through this process. We highly recommend this wealth management group.

I appreciate the professionalism with which Mark and his team comport themselves. Whenever I need assistance or have a question , they are quick to respond. I specifically like the way Mark keeps us apprised of current market conditions and ensures our position is always in tune with our specific requirements, needs and desires.

My wife and I appreciated the hour that Mark Kennedy and Jamon Green spent with us today reviewing our long term financial plan. We will have a good path forward based on our conversation. Throughout the course of the year, we also appreciate how responsive Jamon Green is, both over the phone and via email. His input is always brief, accurate and to the point.

Mark and his team have been tremendous in setting us up for retirement. They have helped us relax knowing they are there to make sure our retirement goals are met.

I have been using Kennedy Wealth Management (KWM)for ten years. Prior to using KWM I had no direction on how I could comfortably retire. Mark Kennedy's professional and truly caring demeanor with each interaction was very apparent. I have highly recommended KWM to relatives, close friends and others over the years and have been thanked for doing so. Once again, thanks to you Mark and your wonderful staff for ten years of financial advising and growing my net worth.

Kennedy Wealth Management goes above and beyond what one would expect from a financial adviser. They have continual client education, and lots of client appreciation events. But most important, they are really dedicated to helping people plan their retirement so that their money is safe, and secure.

Every experience with Mark Kennedy and Kennedy Wealth Management is a positive one. Mark is very proactive with his clients, explains in detail his suggestions and follows through without delay.

Mark and his associates are real professionals. They have been very responsive to us during these terrible times with good advice and a lot of hand holding. We have been with them for over 10 years and are very grateful for their expertise.

All our questions were answered during our review with Mark. Explanations were very clear. My fears have been allayed and I am much calmer and reassured. We are very happy and satisfied with his service and with his staff.

MARK, JAMOL AND CHRIS WILL SET YOU ON THE RIGHT PATH, ALWAYS STAYS IN GREAT COMMUNICATION. MARK WILL ANSWER ALL YOUR QUESTIONS, HE WILL EXPLAIN IN DETAIL AND TAKE YOU STEP BY STEP TOWARDS YOUR GOAL. HIGHLY RECOMMENDED.

Hi, I happen to reserve two seats for your seminar on May 7th at Cafe Bizou. I was told that someone from your office will call me to confirm my attendance. I was very surprise when the person who called me asked personal questions and she insisted that I'll tell her if I have at least $300,000.00 ( not including my house). I refused to answer that question to a stranger and she said:" If you don't answer the question I will remove your name from the guests list". I was in shock!!! I was never been insulted

Informative, professional, knowledgeable. Everything you want in a Financial Advisor. Mark and his team are great!

A pleasure working with Mark and his staff. Added benefit of knowing your retirement is in good hands.

I had the same encounter with a woman on the phone asking me "qualifying" questions before I could attend a seminar. When I said I would never provide details about my finances to a stranger on the phone, she said that many people "just want free food." How rude! And from the other reviews here, I am glad I did not attend this seminar...this guy sounds like a real piece of work!

Mark Kennedy and his team are exceptionally knowledgeable, proactive, and responsive to the needs and concerns of their clients!

I have had nothing but a positive experience with this company and as I have just retired, I also appreciate the help and assistance the company has given me with my finances, an invaluable resource.

Mark and the entire staff are true professionals who genuinely care.

Good, common-sense advice resulted in creating a clear plan for a more secure retirement.

All our questions were answered during our review with Mark. Explanations were very clear. My fears have been allayed and I am much calmer and reassured. We are very happy and satisfied with his service and with his staff.

MARK, JAMOL AND CHRIS WILL SET YOU ON THE RIGHT PATH, ALWAYS STAYS IN GREAT COMMUNICATION. MARK WILL ANSWER ALL YOUR QUESTIONS, HE WILL EXPLAIN IN DETAIL AND TAKE YOU STEP BY STEP TOWARDS YOUR GOAL. HIGHLY RECOMMENDED.

Hi, I happen to reserve two seats for your seminar on May 7th at Cafe Bizou. I was told that someone from your office will call me to confirm my attendance. I was very surprise when the person who called me asked personal questions and she insisted that I'll tell her if I have at least $300,000.00 ( not including my house). I refused to answer that question to a stranger and she said:" If you don't answer the question I will remove your name from the guests list". I was in shock!!! I was never been insulted

Informative, professional, knowledgeable. Everything you want in a Financial Advisor. Mark and his team are great!

A pleasure working with Mark and his staff. Added benefit of knowing your retirement is in good hands.

I had the same encounter with a woman on the phone asking me "qualifying" questions before I could attend a seminar. When I said I would never provide details about my finances to a stranger on the phone, she said that many people "just want free food." How rude! And from the other reviews here, I am glad I did not attend this seminar...this guy sounds like a real piece of work!

Mark Kennedy and his team are exceptionally knowledgeable, proactive, and responsive to the needs and concerns of their clients!

I have had nothing but a positive experience with this company and as I have just retired, I also appreciate the help and assistance the company has given me with my finances, an invaluable resource.

Mark and the entire staff are true professionals who genuinely care.

Good, common-sense advice resulted in creating a clear plan for a more secure retirement.

Friendly staff, easy to communicate with clients, precise giving advice, and most of all very informative what's going on in the markets.

Friendly staff, easy to communicate with clients, precise giving advice, and most of all very informative what's going on in the markets.