Kennedy Financial Services
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

106 S Seaman St Ste 103, Eastland, Texas...

Phone Number

(254) 629-3863

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Kennedy Financial Services

Kennedy Financial Services is a life planning firm based in Eastland, Texas, dedicated to helping clients navigate the complexities of life planning with a focus on living purposefully. They offer a range of services including investment planning, insurance, tax planning, and legacy planning, emphasizing that money is merely a tool for achieving one's life goals. The firm promotes a unique culture inspired by the 'cowboy way' of life, fostering strong relationships and creativity in their approach. Their intended clients include individuals and families seeking comprehensive financial planning and support for their future.Explore more
Kennedy Financial Services's Social MediaPopular SearchesKennedy Financial ServicesKennedy Financial Services IncA Kennedy Financial Services LtdFirst Kennedy Financial IncKennedy FinancialSIC Code 62,628NAICS Code 52,523Show more

Kennedy Financial Services Org Chart

PhoneEmail
AR
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Planning Team Coordinator

PhoneEmail
AS
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Office Administrator

PhoneEmail
MK
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Content Editor & Technology Administrator

PhoneEmail
JC
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Executive Assistant & HR Coordinator

PhoneEmail
SB
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Executive Assistant

PhoneEmail
PK
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Implementation Specialist

PhoneEmail
HK
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Insurance Sales Specialist

PhoneEmail
BB
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Financial Advisor

PhoneEmail
AR
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Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SB
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Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kennedy Financial Service...

$5.1M
11-50
Private
<$5M
2001
AR
Angel RodriguezPlanning Team Coordinator
$5.3M
1-10
Private
-
-
EA
Eric ArkinsManager, Wealth At Chris Eller
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2014
MD
Mary DettmerClient Relationship Manager
<$5M
1-10
Private
-
2007
LO
Lisa OttClient Relationship Manager
<$5M
1-10
Private
-
1983
SB
Stan BoyerInvestment Advisor & Representative
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kennedy Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kennedy Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kennedy Financial Services.

Kennedy Financial Services financials insights

Gather financial insights about Kennedy Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Kennedy Financial Services's Financials Insights

Kennedy Financial Services Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Kennedy Financial Services

What is Kennedy Financial Services's official website?
Kennedy Financial Services's official website is www.kennedy-financial.com
What is Kennedy Financial Services's Revenue?
Kennedy Financial Services's revenue is $5.1 Million
What is Kennedy Financial Services's SIC code?
Kennedy Financial Services's SIC: 62,628
What is Kennedy Financial Services's NAICS code?
Kennedy Financial Services's NAICS: 52,523
How many employees does Kennedy Financial Services have?
Kennedy Financial Services has 11-50 employees
What industry does Kennedy Financial Services belong to?
Kennedy Financial Services is in the industry of: Finance, Securities Trading
What is Kennedy Financial Services competition?
Kennedy Financial Services top competitors include: Sherpa Financial Group, Foresight Wealth Solutions, First State Investment Services, Commonwealth Financial Associates
What technology does Kennedy Financial Services use?
Some of the popular technologies that Kennedy Financial Services uses are: Cloudflare Website Optimization, Barracuda Networks, Microsoft 365, Google Tag Manager
How do I contact Kennedy Financial Services?
Kennedy Financial Services contact info: Phone number: (254) 629-3863 Website: www.kennedy-financial.com
What does Kennedy Financial Services do?

Kennedy Financial Services is a life planning firm based in Eastland, Texas, dedicated to helping clients navigate the complexities of life planning with a focus on living purposefully. They offer a range of services including investment planning, insurance, tax planning, and legacy planning, emphasizing that money is merely a tool for achieving on... e's life goals. The firm promotes a unique culture inspired by the 'cowboy way' of life, fostering strong relationships and creativity in their approach. Their intended clients include individuals and families seeking comprehensive financial planning and support for their future.Read More

What are Kennedy Financial Services social media links?
Kennedy Financial Services Linkedin page Kennedy Financial Services Twitter page Kennedy Financial Services Facebook page
Is Kennedy Financial Services a public company?
Kennedy Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Kennedy Financial Services

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