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Kennon Financial
- Financial Services
- Sarasota, FL
About this business
David Kennon and Kennon Financial's mission is to help you join the retirement revolution. The revolution that says, “I REFUSE to live the rest of my life scared to death that I am going to run out of money.” Dave is one part father of four, one part lucky husband, one part consumer advocate, one part investing nerd, and one part fiduciary.
Location details
1 S School Ave, Ph, Sarasota, FL, 34237, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
***** Kennon provides a unique and valuable philosophy in retirement investment strategies. These strategies go beyond just making more money but also about using (spending) your money wisely. He is always readily available for consultations and is forthright in his guidance- truth, integrity and value. He also brings a very personal element to the table which is rare these days. You will not feel like an account but a person under Mr Kennon's leadership. *****'s staff is top notch as well. Highly recommend Kennon Financial ... read more
First time ever: I spoke to a financial advisor, in this case: ***** Kennon, who looked at my portfolio and financial situation and said to me: "You are in excellent shape. You've done everything right. Stick with your current advisor, who's done so well for you."***** was referred to me by other clients of his -- people I respect. His instinct is truth and transparency, ahead of accumulating more clients. In other words, he honestly works in the best interest of his customers (even before they're his customer!).
*****'s approach to financial planning is refreshing; he is intentional about education and clear communication. Investmenst is an area of life that had previously been intimidating to me with my perception about the "complicated details". *****'s ability to communicate a clear explanation and recommendations about a strategy for my personal portfolio not only made sense, but I also feel equipped to make decisions about my investments and future retirement spending and giving. I understand there will always be uncertainties ... read more
***** and staff are very knowledgeable, efficient and effective as well as very friendly and easy to work with.
***** has been my greatest teacher about the market and retirement for the past 7 years. He is compassionate and patient when speaking to my husband and me about changes our life would be taking once my husband was diagnosed with a terminal illness. *****'s care, compassion and expertise walked us through "what next for me as a widow" and my husband was at peace knowing ***** would continue to watch over me and patiently give me advice and support. As a widow now for the past 4 years, ***** has patiently and thoroughly answe... read more
My wife and I have been working with ********************************* for several years. We have been extremely pleased with his recommendations and converting our existing portfolios into a plan which supplements our other income. Initially he found a program that provided my wife with significant income source which she had no idea she was eligible. He talks straight and explains options in simple English we can understand. He is always available when we have questions or are providing updates. We appreciate his openness ... read more
**** Kennon is a fantastic balance and combination of passion and trustworthiness. I trust his advice and he gets me excited about all the possibilities that I never would have thought of. This brings such peace of mind that when working with *******************************, I know I'm in really good hands. He knows his stuff and I know he will work tirelessly to help us accomplish the goals we've established. If you're looking for quality and reliability, then look no further then Kennon Financial.
I have been using David Kennon at Kennon Financial and must say that I do recommend his company. His transparency is what convinced me to commit ALL of my investments. After investing in the market with different companies over may years, I must say that it is rear to find an advisor who will not only provide you with advise, but also give you the knowledge which an individual needs in order to make educated choices. We all know that there are NO GUARANTEES when dealing with the volatile market that currently exists, how... read more
I have been using David and must say that having been in the market for over fourteen years with different companies, I find that David is very transparent. After combining all of my investments with his company, I must say that he has put EVERYTHING to work for me in a more beneficial plan, especially during these critically uncertain times. Any true investor knows that THERE ARE NO GUARANTEES when it comes to investing, however, with David's knowledge and years of expertise, I can honestly say that he does keep his clients... read more
Frequently asked questions about Kennon Financial
How is Kennon Financial rated?
Kennon Financial has a 4.9 star rating with 85 reviews.
When is Kennon Financial open?
Kennon Financial is closed now. It will open on Monday at 9:00 a.m.
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