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Kennedy Wealth & Tax Management, LLCFinancial advisor in Southbury, CT

Kennedy Wealth & Tax Management, LLC is a financial advisor at 1 Pomperaug Office Pk Ste 307, Southbury, CT 06488. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Southbury, CT0 paid placements in any rankingHow we rank

Call (203) 264-1200Website ↗

Key facts

Key facts about Kennedy Wealth & Tax Management, LLC
Address1 Pomperaug Office Pk Ste 307, Southbury, CT 06488Get directions
Phone(203) 264-1200
Websitekennedywealth.com
HoursMonday to Friday: 8:30 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Southbury and 11 towns within 25 miles: Oxford, Naugatuck, Seymour, Waterbury, Ansonia, Derby, Shelton, Danbury, New Fairfield, Wolcott and Plymouth.

Based in Southbury, CTView on map

Opening hours

Opening hours for Kennedy Wealth & Tax Management, LLC
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Kennedy Wealth & Tax Management, LLC

What are Kennedy Wealth & Tax Management, LLC’s hours?

Kennedy Wealth & Tax Management, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Kennedy Wealth & Tax Management, LLC serve?

Serves Southbury and 11 towns within 25 miles: Oxford, Naugatuck, Seymour, Waterbury, Ansonia, Derby, Shelton, Danbury, New Fairfield, Wolcott and Plymouth. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Kennedy Wealth & Tax Management, LLC?

Call Kennedy Wealth & Tax Management, LLC on (203) 264-1200. The business is at 1 Pomperaug Office Pk Ste 307, Southbury, CT 06488. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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