Kennon Financial
Located in Sarasota, this esteemed financial planning firm is dedicated to helping clients achieve their financial goals with personalized strategies and expert guidance.
With a team of experienced professionals, they offer a range of services including retirement planning, investment management, and tax strategies tailored to individual needs. Their commitment to building long-term relationships ensures that clients feel supported and informed at every step of their financial journey. The firm prides itself on transparency, integrity, and a client-centered approach, making it a trusted partner for all financial matters.
Latest Feedback
- "I had a fantastic experience working with my financial planner. They took the time to understand my goals and crafted a personalized plan that made me feel confident about my future. The communication was excellent, and I appreciated how they explained complex concepts in a way that was easy to understand. I highly recommend their services to anyone looking for a reliable financial advisor."
"What impressed me the most was the attention to detail and the customized approach. The team really listened to my concerns and helped me navigate through my financial options. I felt empowered to make informed decisions thanks to their guidance. It's refreshing to work with someone who truly cares about their clients' success."
"As someone who was new to financial planning, I was initially overwhelmed. However, the professionalism and support I received made all the difference. They patiently walked me through every step, ensuring I understood my options. I now feel much more secure about my finances and am grateful for their expertise. It's a relief to have a knowledgeable partner by my side."
Customer Reviews
What People Say
Paisley Morel
February 21, 2025
I can’t say enough good things about my experience here! The financial planner I worked with was not only knowledgeable but also incredibly patient. They took the time to explain everything from retirement plans to saving strategies. I loved that they provided me with a customized financial plan that felt very personal. The only thing I think could be improved is the appointment scheduling process; it was a bit hard to find times that worked for both of us. Regardless, I walked away feeling much more confident about managing my finances and looking forward to my future. Totally recommend their services!
Wyatt Esposito
July 8, 2024
I had a great experience with my financial planner. They were attentive and really listened to my concerns, which made me feel valued. The advice for diversifying my investments was practical and tailored to my risk tolerance, and I appreciated their honesty throughout the process. My only suggestion for improvement would be to have a more streamlined process for communication; sometimes getting responses took a bit longer than I expected. Overall, I am satisfied with the service and feel much more secure about my finances now. Would recommend them to friends and family!
Kevin Patterson
January 14, 2024
Finding a good financial planner has always been daunting for me, but I stumbled upon this firm and I am so glad I did! The team is incredibly knowledgeable, and I felt a genuine sense of care throughout my experience. My advisor took the time to explain my financial statements, helped me set up a solid budget, and involved me in the investment planning process. I appreciated that they didn’t push any products on me but rather focused on what was best for my unique situation. One of the highlights was the follow-up meetings; they brought me back in to see how my portfolio was performing and made adjustments based on my changing needs. I would say the only area they could enhance is their online platform; while it’s functional, a little more user-friendly design would make viewing my financial updates so much easier. Overall, I feel like I’m finally on the right track, and I can’t thank them enough for their support and guidance. Definitely recommend them for anyone seeking financial advice!
Isla Adams
November 6, 2023
I recently had the pleasure of working with a financial planner who truly changed my perspective on my financial future. From the moment I walked in, I was greeted with warmth and professionalism. The planner took the time to understand my financial goals and concerns, and spent over an hour discussing strategies tailored specifically for my situation. I was particularly impressed by how they explained complex concepts in a way that made them easy to understand. Their tools for budgeting and investment tracking were top-notch, and I found the advice on retirement planning extremely insightful. The only minor drawback was the wait time for an appointment; I had to schedule a few weeks in advance, but I can see why they are so popular! The thoroughness and personalized approach they provide are definitely worth it. I left feeling empowered and confident about my financial decisions. Highly recommend for anyone looking to take control of their finances.
Today
Opening Hours
| Monday | 9 AM–4 PM |
|---|---|
| Tuesday | 9 AM–4 PM |
| Wednesday | 9 AM–4 PM |
| Thursday | 9 AM–4 PM |
| Friday | 9 AM–4 PM |
| Saturday | Closed |
| Sunday | Closed |
How to go there
Location
Financial planner Loc: 27.3364 / -82.5258
Plan your visit
Weather
- Sarasota
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|---|---|---|
| feels like | N/A °F |