Kennard Financial Services

CONNECT

Address:

5250 Transportation Boulevard Suite 100
Garfield Heights, OH 44125

Phone:

(216) 581-7400

Fax/Other:

(216) 581-7474

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA  
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning 
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance 
  • Long Term Care Insurance
  • Short term Medical/Health Insurance

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation 
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck