Kendall Financial, LLC

Description

Kendall Financial LLC is an independent, full service financial planning and investment advisory firm. Our independence allows us to provide products and services that are best for you, our client. Our mission is to help our clients make smart decisions regarding their money.

He has been married to Lana for over 40 years, has 2 children and 4 grandchildren. He believes in paying his "civic rent" by being active in community activities, and is a member of Crossroads Bible Church.

Bonny is the office manager and director of client services. She has over 20 years of experience in helping to keep clients and customers happy. She works closely with our clients to manage the implementation of new accounts, making sure any service issues are taken care of as quickly as possible, and making sure the records are always correct and up to date with the investment and or insurance companies. After accounts are opened and funded, she manages the day to day service issues. Bonny attended the University of Texas at Arlington, majoring in Business Administration.

You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.

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