Kennard Financial ServicesCollege Financial Planning ServicesUpdated on Feb 22, 2018 View more like this | Visit CLEVELAND, OH | Contact Kennard Financial Services |
Kennard Financial Services
5250 Transportation Boulevard Suite 100 Garfield Heights, OH 44125
Phone:
2165817400
Fax:
2165817474
Email:
[email protected]
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Hours:
Monday through Friday 9 am to 5 pm
Keywords:
Investments, Retirement Planning, Financial Planning, Tax Planning, Life Insurance
UDAC:
717
Description:
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.
2165817400
Fax:
2165817474
Email:
[email protected]
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Hours:
Monday through Friday 9 am to 5 pm
Keywords:
Investments, Retirement Planning, Financial Planning, Tax Planning, Life Insurance
UDAC:
717
Description:
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.
