Kennedy Wealth Management LLC in 23901 Calabasas Road #1000

Customer Reviews about Kennedy Wealth Management LLC:

• ★ ★ ★ ★ ★
  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 criticism and accusations with graciousness above and beyond. I would highly recommend this firm to my friends and closest friends with complete confidence. Thank you Mark for all you and your staff have done for us.
  By Bonnie Blume, September 15, 2017
• ★ ☆ ☆ ☆ ☆
  Mark Kennedy, owner, is running a scam. He sends out a "no obligation" direct mail piece that offers a $150.00 certificate to Mastro's or Ruth Chris's steakhouse if you'll meet with him. We fell for it. Meeting began normally enough but it quickly devolved into a session where Kennedy brought out the strong arm sales tactics and became rude, condescending and insulting. We asked for our certificate which he refused to provide saying, "you have enough money, you can get it yourself and you weren't getting it anyway." If Mark Kennedy would run a scam for a lousy $150.00 imagine what he would do for real money! If you get one of these mailings, rip it up! If you're looking for a financial advisor, don't walk RUN away from Mark Kennedy the scammer!
  By A Google User, February 17, 2017
• ★ ★ ☆ ☆ ☆
  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 in my life. This incident that happened today does not give you any credit to deal with people.
  By Margalit Corber, October 31, 2016

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About Kennedy Wealth Management LLC in Calabasas