Business claimed
Last updated: 9 months ago
Listed in:
Financial Planning
,
Life and Health Insurance
About Kennard Financial Services
Investments, Retirement Planning, Financial Planning, Tax Planning, Life Insurance Go to full description...
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Business hours
Today: 9:00am - 5:00pm
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Business website
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Additional business details
Email address:
rlord@kennardfinancial.com
Payment methods accepted:
cash, visa, mastercard, american express
Kennard Financial Services is an independent financial planning firm founded in 1979 comprised of the following associates: Lawrence P. Kennard, CFP – President; Jeffrey R. Kennard, M.B.A; Dennis A. Baca, CPA; Cary Beilstein; Rob Lord, Financial Advisor; Richard Maggio; Greg Pozar; Donald Raybuck; Seth Stein; William E. Walker, MBA. Our mission is to help our clients identify and achieve life and financial goals and to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, installing an appropriate financial plan, monitoring their goals and keeping them informed of the process and achievement of their goals.