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Kennedy Wealth Management, LLC (est. 1994)

401k rollover, IRA rollover, Annuity, Managed money, Life insurance

(818) 224-4177 23 Calabasas Rd, Freedom, CA 95019 9AM - 5PM Mon - Fri Official site

The Details

We are your retirement specialists! We are a fee based Registered Investment Advisor firm specializing in retirement lifetime income planning, inflation protection and asset preservation for 401k and IRA rollovers. We can help you formulate a retirement income stream you will not outlive while also assisting you in designing tax friendly strategies for your investments.

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