Kennon Financial - Sarasota, Florida

Kennon Financial: Una Opción de Asesoramiento Financiero de Confianza

Address: 1 S School Ave Penthouse Suite, Sarasota, FL 34237.

Phone: 9415566307.

Website: kennonfinancial.com.

Specialidades

Financial planner
Financial consultant
Investment bank

Onsite services
Online appointments
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

La empresa cuenta con un entorno accesible para personas con discapacidad, lo que la hace ideal para aquellos que necesitan asistencia especial.

Opiniones y Reputación

Con una media de opinión de 4.9/5 en Google My Business, Kennon Financial ha demostrado ser una empresa de confianza y con alto rendimiento. Los clientes satisfechos como el mencionan: "He estado trabajando con Dave Kennon desde 2019 y mis inversiones han crecido significativamente bajo su orientación. Confío completamente en mi futuro financiero con él. Dave siempre toma el tiempo de reunirme y discutir mi situación de inversión, asegurándome de que me sienta confiado y informado sobre mis decisiones. Lo recomiendo altamente".

Por qué contactar a Kennon Financial

Si estás buscando asesoramiento financiero de alta calidad y confiable, Kennon Financial es una opción excelente. Con su equipo de expertos y personalizado servicio, esta empresa puede ayudarte a alcanzar tus objetivos financieros. Visita su página web para obtener más información y programar una cita.

Recuerda que una orientación financiera personalizada puede hacer una gran diferencia en tu vida. Contacta a Kennon Financial hoy mismo y comienza a construir tu futuro financiero con seguridad y confianza.

👍 Reviews of Kennon Financial

Pamela C.

5/5

I’ve been with Dave Kennon since 2019, and my investments have grown significantly under his guidance. I trust him completely with my financial future. Dave always makes time to meet and discuss my investment situation, ensuring I feel confident and informed about my decisions. I highly recommend him!

John K.

5/5

We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless

Glenda H.

5/5

We are extremely satisfied with the strategy that Dave uses to grow our investments. We are continually updated and Dave stays in constant contact with weekly emailed information and articles. We will recommend Kennon Financial to anyone concerned about their retirement future.

Jim S.

5/5

Dave's expertise, caring for clients, and involvement in community is second to none. He uses real-world examples showing how financial planning makes a huge difference in a family's life, clearly and succinctly. In short, he's embodies the best of a seasoned professional financial advisor. Plus he's a very, very nice guy. Strongly recommended.

B B.

5/5

Dave and his team are very knowledgeable, helpful, and provide outstanding value added customer service. I highly recommend his Social Security seminars, they were very enlightening, as well as helpful for my wife and I to decide when to apply for our SS retirement benefits. Dave also mapped out a plan for our individual 401k's and IRAs. Dave and his staff are readily available to assist with any transactions as well as provide recommendations on all financial matters. Because Kennon Financial is a fiduciary, he puts the best interest of his clients first. If you're thinking about retirement, wealth management, Dave should be "your go to guy". If you already have a financial advisor/wealth management person and not happy with their performance, you owe it to yourself to see what Dave can do for you

Bill W.

5/5

He is the only person I trust with my money. He exudes integrity Thanks Dave and Christin his right hand women in the office
She is also very helpful.

Connie S.

5/5

We love Dave Kennon and trust him completely. He has done a great job with our retirement accounts even in the midst of Covid and record inflation. If we were to come into a large amount of money, Dave Kennon would be the first person we would call. We always know that he has our best interest at heart and will work diligently to get us the very best return on our money that he possibly can. Thank you Dave. You and your staff are by far the very best.

Gary D.

5/5

The first time we met Dave was at a Social Security class he was giving. We were skeptical but Dave walked us through it !! We haven’t regretted it !! Dave is a fiduciary not a broker !! He used buckets to make things clear. We followed his advice and again have not regretted it !! We get a nice check every month !! We highly recommend Dave no matter what your income. I was a blue collar skilled tradesman !! We are certainly enjoying our retirement in no small part to Dave’s guidance !!