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Kennedy Wealth Management, LLC

288 inquiries |
Other Financial Services

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23901 Calabasas Road, Suite 1000
Calabasas, CA 91302 | Get Directions

(818) 224-4177

http://www.kennedywealthmgmt.c...

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Company Rating

AAA

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Customer Reviews

based on 1 review.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

Recent Review

Posted on 5/13/2019 Barbara P.

I give this business a possible 1 star because they are not interested in me as a widowed, single woman with money.

Their seminar is only open to married couples despite what they say. My friends were told, though not straight out directly, they had to be married to attend. I was not confirmed to go, and I signed up before them. I would never give them my business.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Kennedy Wealth Management, LLC closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

We offer financial investment assistance.

Primary Contact:	Mark Kennedy (President)
Business Started:	12/21/1994
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0B51501
Status: Active

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

Kennedy Financial & Insurance Services, Inc

Websites:
There are no additional web sites.

Contacts:

Customer Service

Sandra Rogers

Addresses:

21550 Oxnard Street 3rd Floor, Woodland Hills, CA, 91367

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