Kennon Financial - Sarasota, Florida

Okay, here’s a comprehensive overview of Kennon Financial, crafted with a formal and approachable tone, suitable for recommending the firm to potential clients:

Kennon Financial: A Trusted Financial Partner

Kennon Financial is a respected and established financial services firm dedicated to providing comprehensive and personalized solutions to individuals and families. Located in the heart of Sarasota, Florida, at Address: 1 S School Ave Penthouse Suite, Sarasota, FL 34237, Kennon Financial offers a suite of services designed to help clients achieve their long-term financial goals. Their contact number is Phone: 9415566307, and you can learn more at their website: Website: kennonfinancial.com.

Core Services and Expertise

Kennon Financial distinguishes itself through its diverse skillset and commitment to client well-being. They operate as a multifaceted firm specializing in three primary areas:

• Financial Planner: They assist clients in developing holistic financial plans encompassing retirement planning, education savings, estate planning, and cash flow management.
• Financial Consultant: Offering insightful advice and guidance tailored to individual circumstances, they help clients navigate complex financial decisions.
• Investment Bank: Providing access to a range of investment opportunities and services, they assist clients in building and managing their investment portfolios.

Accessibility and Client Experience

Kennon Financial prioritizes client convenience and accessibility. The firm boasts several features designed to enhance the client experience, including:

• Online Appointments: Allowing for convenient scheduling and consultations from anywhere.
• Onsite Services: Providing in-person meetings and consultations for a more personalized approach.
• Accessibility Features: The office is fully wheelchair accessible, featuring a ramp, accessible parking, and restrooms – demonstrating a commitment to inclusivity.

Client Feedback and Reputation

Kennon Financial consistently receives positive feedback from its clients. The company has 62 reviews on Google My Business, with an impressive Average opinion: 4.9/5. These reviews overwhelmingly highlight the firm’s dedication to client trust, personalized service, and the significant growth experienced by those working with their team. It's evident a strong emphasis is placed on building long-term relationships based on transparency and mutual respect.

Key Information for Prospective Clients

Clients can expect a dedicated approach to their financial needs. Kennon Financial emphasizes the importance of regular communication and proactive planning. Appointments are required, and while strongly recommended, the firm understands the need for flexibility. They strive to create an environment where clients feel confident, informed, and secure in their financial decisions.

Final Recommendation

For individuals and families seeking a knowledgeable, trustworthy, and client-focused financial partner, Kennon Financial presents a compelling option. Their combination of expertise, commitment to accessibility, and consistently positive client feedback makes them a strong contender. We encourage anyone interested in exploring their services to visit their website at kennonfinancial.com and schedule a consultation to discuss how Kennon Financial can help them achieve their financial aspirations.

👍 Reviews of Kennon Financial

Pamela C.

5/5

I’ve been with Dave Kennon since 2019, and my investments have grown significantly under his guidance. I trust him completely with my financial future. Dave always makes time to meet and discuss my investment situation, ensuring I feel confident and informed about my decisions. I highly recommend him!

John K.

5/5

We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless

Glenda H.

5/5

We are extremely satisfied with the strategy that Dave uses to grow our investments. We are continually updated and Dave stays in constant contact with weekly emailed information and articles. We will recommend Kennon Financial to anyone concerned about their retirement future.

Jim S.

5/5

Dave's expertise, caring for clients, and involvement in community is second to none. He uses real-world examples showing how financial planning makes a huge difference in a family's life, clearly and succinctly. In short, he's embodies the best of a seasoned professional financial advisor. Plus he's a very, very nice guy. Strongly recommended.

B B.

5/5

Dave and his team are very knowledgeable, helpful, and provide outstanding value added customer service. I highly recommend his Social Security seminars, they were very enlightening, as well as helpful for my wife and I to decide when to apply for our SS retirement benefits. Dave also mapped out a plan for our individual 401k's and IRAs. Dave and his staff are readily available to assist with any transactions as well as provide recommendations on all financial matters. Because Kennon Financial is a fiduciary, he puts the best interest of his clients first. If you're thinking about retirement, wealth management, Dave should be "your go to guy". If you already have a financial advisor/wealth management person and not happy with their performance, you owe it to yourself to see what Dave can do for you

Bill W.

5/5

He is the only person I trust with my money. He exudes integrity Thanks Dave and Christin his right hand women in the office
She is also very helpful.

Connie S.

5/5

We love Dave Kennon and trust him completely. He has done a great job with our retirement accounts even in the midst of Covid and record inflation. If we were to come into a large amount of money, Dave Kennon would be the first person we would call. We always know that he has our best interest at heart and will work diligently to get us the very best return on our money that he possibly can. Thank you Dave. You and your staff are by far the very best.

Gary D.

5/5

The first time we met Dave was at a Social Security class he was giving. We were skeptical but Dave walked us through it !! We haven’t regretted it !! Dave is a fiduciary not a broker !! He used buckets to make things clear. We followed his advice and again have not regretted it !! We get a nice check every month !! We highly recommend Dave no matter what your income. I was a blue collar skilled tradesman !! We are certainly enjoying our retirement in no small part to Dave’s guidance !!