Kennedy Wealth and Tax Management
Kevin Kennedy, CPA
CPA
"Specializing in Wealth and Tax Management"
14 Years of Experience
- Insurance License# 002250783
- Firm CRD# 39543
- Series 63, 62, 65, 6
- CRD# 2891568
Offers & Pledges
- I provide a free initial consultation:
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answer life's most important questions:
Will you have enough money to live independently for the rest of your life?
Do you understand how much retirement will cost and are you on track to meet your goals?
How do you efficiently leave your money to your family and not to the government?
Our office team has developed a unique process combining our expertise in Wealth and Tax Management; including quarterly meetings with each client to address your evolving needs.
Offices located in Southbury, CT & Palm Beach Gardens, FL.
* INDEPENDENCE - INTEGRITY - EXPERIENCE *
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FAQs
Do you have a customer satisfaction or refund policy?
Financial Planners
What are your qualifications? What is your education background?
What is your approach to financial planning?
What services do you offer?
How many clients do you currently manage?
Will you be the only person working with me?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Do you offer any guaranteed results?
How much risk should I be willing to take?
Have you ever been charged with any breaches?
Financial Advisors
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
What financial institution(s) do you represent?
How do you charge for your services?
Do you provide a free initial consultation?
Why should I choose you as my financial advisor?
-
Do you have a customer satisfaction or refund policy?
Satisfied clients are key to our success. -
What are your qualifications? What is your education background?
I have 20 years experience as a CPA, and 14 years experience in the investment industry. -
What is your approach to financial planning?
We ask simple questions to help our clients gain a clear understanding of what goals they would like to accomplish. -
What services do you offer?
Wealth and Tax Management services. -
How many clients do you currently manage?
75 -
Will you be the only person working with me?
We work in a team environment in our office to ensure continuity and a broad range of opinions and expertise to deliver solutions to our clients. -
How are you compensated? How will I pay for your services?
We charge a fee based upon your assets. Fees are debited from your account on a quarterly basis. -
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Our accounts typically are discretionary so we can rebalance your portfolio efficiently, as needed. -
Do you offer any guaranteed results?
We do not guarantee results. -
How much risk should I be willing to take?
Risk should be weighed in conjunction with your expected rate of return required to meet your stated financial goals. -
Have you ever been charged with any breaches?
No. -
What services do you provide? What are your specialties?
Wealth and Tax Management services. -
What is your experience? How many clients do you currently manage?
I have 20 years experience as a CPA, and 14 years experience in the investment industry. We currently serve 75 Wealth and Tax Management clients. -
What financial institution(s) do you represent?
We are independent financial advisors, as such we do not represent any particular financial institution or product companies. We provide advice for a fee. -
How do you charge for your services?
We charge a fee based upon your assets. Fees are debited from your account on a quarterly basis. -
Do you provide a free initial consultation?
Yes -
Why should I choose you as my financial advisor?
We are independent advisors - as such, we have no product to sell.
DISCLAIMER
Kevin A. Kennedy , Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Kennedy & Company, P.C., are not affiliated. Cambridge does not offer tax advice.
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