Kendall Capital Management

Kendall Capital Management

Financial-Services

Rockville, Maryland
United States
Company Tagline

Financial Advisors Serving Middle-Class Millionaires®

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Liza Talisman MS Carol Petrov CFP® CPWA® Clark Kendall CFP® CFA AEP® Jason Tkach CFA

Compare Companies Side by Side

Compare Kendall Capital Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Kendall Capital Management
Kendall Capital Managemen...
Main Company
Polley Wealth Management
Polley Wealth Manage...
View Profile
McAdam Financial
McAdam Financial
View Profile
Lauderdale Advisors
Lauderdale Advisors
View 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
4
Total Companies
2008
Oldest Founded
1
Countries
49
Unique Skills

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Alternative Company Names

This company is also known as

Kendall Capital Management 肯德尔资本管理 केंडल कैपिटल मैनेजमेंट كيندل كابيتال للإدارة Кендалл Кэпитал Менеджмент