Financial Advisors Serving Middle-Class Millionaires®
Kendall Capital Management is a leading financial services firm dedicated to providing exceptional financial advice and tailored solutions to middle-class millionaires. Located at 2000 Tower Oaks Blvd, Suite 240, Rockville, Maryland 20852, US, Kendall Capital Management operates as a fee-only firm, ensuring that clients' best interests are always the top priority. The firm focuses on empowering clients with customized planning, unwavering support, and tailored financial guidance.
Kendall Capital Management specializes in a comprehensive range of services, including retirement planning, investment management, tax-efficient strategies, and estate planning guidance. With a client-centered approach, Kendall Capital Management helps individuals and families achieve their financial goals and enjoy life on their own terms. The firm's expertise extends to wealth management, generational wealth transfer, and charitable giving strategies, ensuring a holistic approach to financial well-being.
Kendall Capital Management is committed to delivering financial advice with integrity and transparency. Discover how Kendall Capital Management can help you live like a Middle-Class Millionaire®. We invite the manager of Kendall Capital Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and connect with more clients.
Kendall Capital Management est une entreprise de services financiers de premier plan qui se consacre à fournir des conseils financiers exceptionnels et des solutions sur mesure aux millionnaires de la classe moyenne. Située à 2000 Tower Oaks Blvd, Suite 240, Rockville, Maryland 20852, US, Kendall Capital Management fonctionne comme une entreprise à honoraires uniquement, garantissant que les intérêts supérieurs des clients sont toujours la priorité absolue. L'entreprise se concentre sur l'autonomisation des clients grâce à une planification personnalisée, un soutien indéfectible et des conseils financiers sur mesure.
Kendall Capital Management se spécialise dans une gamme complète de services, notamment la planification de la retraite, la gestion des investissements, les stratégies fiscales efficaces et les conseils en matière de planification successorale. Avec une approche centrée sur le client, Kendall Capital Management aide les particuliers et les familles à atteindre leurs objectifs financiers et à profiter de la vie à leur manière. L'expertise de l'entreprise s'étend à la gestion de patrimoine, au transfert de patrimoine générationnel et aux stratégies de dons de bienfaisance, garantissant une approche holistique du bien-être financier.
Kendall Capital Management s'engage à fournir des conseils financiers avec intégrité et transparence. Découvrez comment Kendall Capital Management peut vous aider à vivre comme un millionnaire de la classe moyenne. Nous invitons le directeur de Kendall Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'étendre encore votre portée et de vous connecter avec davantage de clients.
Compare Kendall Capital Management with 3 companies in Financial-Services
| Comparison Field |
Kendall Capital Managemen...Main Company |
Polley Wealth Manage...View Profile |
McAdam FinancialView Profile |
Lauderdale AdvisorsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2008 | 2016 | |
|
Company Size
|
— | 2-10 | 201-500 | 2-10 |
|
City
|
Rockville, Maryland | Orlando, Florida | Philadelphia, PA | Fort Lauderdale, FL |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
25 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Management
Estate Planning
Financial Advisors
Tax Planning
Tax-Efficient Strategies
Estate Planning Guidance
CFA
Retirement Planning for Women
IRA
401(k) Management
Generational Wealth Transfer
Charitable Giving Strategies
Fee-Only Financial Planning
TSP
AEP & CFP firm
Middle-Class Millionaires
Client-Centered Financial Advice
Financial Planning
Fiduciary
CERTIFIED FINANCIAL PLANNER
Risk Management
Financial Planning for Women
|
10 Total
2 Common
8 Unique
Match
8%
Common Skills:
Estate Planning
Tax Planning
Unique Skills:
Asset Protection
Family Office Services
Income Planning
Investing
Legacy Planning
Philanthropy Planning
+2
|
12 Total
12 Unique
Unique Skills:
401(K) Optimization
Advisory
Business Owner Services
Charitable Giving
College Savings Planning
Divorce Financial Planning
+6
|
5 Total
5 Unique
Unique Skills:
401(k)
Family Businesses
Insurance Planning
Retirement Income
Retirement Plans
|
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