At Kennedy Whaley Financial, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bradenton, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What types of financial services does Kennedy Whaley Financial offer?
They provide a range of financial services including investment management, retirement and estate planning, tax planning, insurance, and strategies for wealth preservation and charitable giving.
Where is Kennedy Whaley Financial located?
The office is located at 1111 3rd Ave W, Ste 260, Bradenton, FL 34205, USA.
What are the office hours of Kennedy Whaley Financial?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Does Kennedy Whaley Financial offer online or onsite appointments?
Yes, they offer both online appointments and onsite services at their office.
How can I contact Kennedy Whaley Financial?
You can reach them by phone at +1 941-538-7843 or email Christopher.whaley@ampf.com.
Is Kennedy Whaley Financial affiliated with any larger financial organization?
Yes, it is a financial advisory practice of Ameriprise Financial Services, LLC.
Are there other financial advisors from Ameriprise near Kennedy Whaley Financial?
Yes, nearby you can find Joe Kennedy and Christopher Whaley, both financial advisors with Ameriprise Financial Services.
What nearby places might I visit when coming to Kennedy Whaley Financial?
You might visit Orange Blossom Coffee for a coffee before your appointment or stop by ShuckIt seafood restaurant afterward for a meal.
Are there legal services near Kennedy Whaley Financial?
Yes, nearby legal offices include The Law Office of James D. Carter, Hanlon Law, Alvin K Brown, The Moriarty Law Firm, Jim Dodson Law, and the Law Office of Stanley R. Swartz.
Can I find senior and healthcare services close to Kennedy Whaley Financial?
Yes, Symphony Senior Living and Trusted Healthcare Solutions provide retirement and home healthcare services nearby.