“Mr, Kennedy helped me move my 401K when i left my employment after 30 years. He was extremely knowledgeable and professional. His communication with my wife and I was and is top notch. We recommended him to a family member and it has been a great professional relationship for them. Mike has always made us feel like we are his best customers. He meets with us on a regular basis to review our accounts and makes recommendations based on our needs. I would recommend Mike to anyone that is serious about making sure you have enough for retirement.“
Financial Planners
“Mr, Kennedy helped me move my 401K when i left my employment after 30 years. He was extremely knowledgeable and professional. His communication with my wife and I was and is top notch. We recommended him to a family member and it has been a great professional relationship for them. Mike has always made us feel like we are his best customers. He meets with us on a regular basis to review our accounts and makes recommendations based on our needs. I would recommend Mike to anyone that is serious about making sure you have enough for retirement.“