Karen Kennedy
Financial Advising
Why pick this one
Karen Kennedy has been advising clients since 1997 and specializes in personal finance education through the HOW MONEY WORKS TM guide.
Best for
- financial education
- life insurance needs
- investment strategies for families
Look elsewhere if
- seeking non-term life insurance products
- looking for localized services outside of their licensed states
Specialties
- Investments & Savings
- Term Life Insurance
- Mortgage Loans
Certifications
- NMLS ID #91475
- CA License#: CA-DFPI91475
- NC License#: I-220506
What makes them different
- Regional Vice-President
- Pioneered the 'Buy Term and Invest the Difference' philosophy
- Offers financial education through HOW MONEY WORKS TM guide
- Provides personalized service with local representatives
- Years in business
- 26
- Serves
- Cornelius, North Carolina, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New York, South Carolina, Texas, Virginia, West Virginia
Distilled from this business's own website.
Contact & Location
- Address
- 19600 W Catawba Ave, Cornelius, NC 28031-4023
- Phone
- +17048850334
- Website
- http://www.primerica.com/karenjkennedy/
Services
- financial advising
- insurance services
- mortgage services