Category: | Insurance agency, |
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Address: | 2200 Georgetown Dr #100, Sewickley, PA 15143, USA |
Postal code: | 15143 |
Phone: | (724) 940-6340 |
Website: | http://www.efamilywealth.com/ |
Monday: | 8:00 AM – 5:00 PM |
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Tuesday: | 8:00 AM – 5:00 PM |
Wednesday: | 8:00 AM – 5:00 PM |
Thursday: | 8:00 AM – 5:00 PM |
Friday: | 8:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
I found FamilyWealth Management Group/Nicholas Kennedy online after doing some digging for a decent Financial Planner in my area. I was sold pretty quickly just based on their reviews! So, I went to the website and requested an appointment. I heard back from them the very next morning. His assistant helped me schedule a phone call and I was actually able to speak with him that same day. I was a little nervous being that I've never worked with a Financial Planner before. I didn't really know what to expect. But he was so pleasant and relatable and kind! He wasn't scary at all! lol We spoke and he gathered a little bit more information about my situation and what I needed help with, etc. He gave me all kinds of really good advice to get me started and I'll be reaching out to him again in about a month after I've done my part of things. I'm excited to get started and to start seeing the results! Just based on my 20 minute conversation with Nic, my experience with scheduling and interacting with his assistant through email, I would absolutely recommend FamilyWealth Management/Nicholas Kennedy to anyone and everyone who might need a little (or a lot) of help sorting out their finances. I'm so glad I found them and I can't wait to get things rolling!
This team will take such good care of you and take the time and attention to make sure you have the right plan in place!
Nicholas Kennedy and his team are absolutely terrific. Being a client of Nick's is like being part of his family. He is professional , responsive, understanding, and caring. I feel like he truly cares about me and my family. I would feel comfortable recommending Nick to anyone, including my closest friends and family (which I do all the time).
Couldn’t be happier, so glad Nicholas is my advisor! His service is top notch. He truly cares about you as his client. I would highly recommend to anyone!
My wife and I have been working with Nic Kennedy for the past 3 years and have been very pleased with him! He is always professional and easy to communicate with. If your looking to start investing I would honestly recommend working with him.
What are Nicholas D. Kennedy, CFP®, CRPC® (CERTIFIED FINANCIAL PLANNER™)'s opening hours? Nicholas D. Kennedy, CFP®, CRPC® (CERTIFIED FINANCIAL PLANNER™) is open most days of the week, specifically as follows: Monday: 8:00 AM - 5:00 PM. Tuesday: 8:00 AM - 5:00 PM.
Get address, phone number, hours, reviews, photos, geolocation and more for Nicholas D. Kennedy, CFP®, CRPC® (CERTIFIED FINANCIAL PLANNER™) | 2200 Georgetown Dr #100, Sewickley, PA 15143, USA on usa-insurance-agencies.info