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We are your retirement specialists! We are a fee based Registered Investment Advisor firm specializing in retirement lifetime income planning, inflati

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. Kennedy Wealth Management, LLC,, 23901 Calabasas Road, Suite1000, Calabasas, CA, 91302,. Phone: 818-224-4177, Contact Person:...

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Services
401k rollover
IRA rollover
annuities
Managed money
life insurance
Contact
  • Wed 9:00 AM - 5:00 PM
    OPEN NOW
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Detailed Information
  • Location TypeBranch
  • Opening Date1994
  • Annual Revenue EstimateLess than $100,000
  • SIC Code show
  • Employees10 to 19
  • Contactsshow