“I honestly don’t know what we would do without Mr. Kennedy and cannot begin to make enough positive statements about his work. To say he has helped manage my parents’ finances is a vast understatement of the services he has provided. He not only helps with day-to-day matters such as bill paying and money management for my father, but he has also assisted us in navigating complicated medical insurance issues and ensures my parents’ assets are protected and safe. We trust him implicitly and appreciate that he has not only saved my family time, stress, and money, but provided us with peace of mind during challenging and stressful times.”

– Client POA, adult child

 

“Due to medical issues, I began working with John in March 2022. He has been managing my bills and monitoring my financial accounts since then, and he was recently able to quickly identify and resolve a fraud issue in my bank account. I find him knowledgeable and a valuable resource for other related matters, and I highly recommend him.”

– Client

 

“John Kennedy is a professional and efficient daily money manager and I would recommend him to anyone. We brought him into a difficult situation with an older relative who desperately needed help managing finances and it’s fair to say that his involvement was game-changing for the family. I would happily recommend him to anyone.”

– Adult child

 

“I feel safe when you’re here”

– Client

 

“I have been working with John to assist with managing my father’s finances since 2017 and have been continuously impressed with his professionalism, discretion, availability, and organization. Not only is he very responsive via phone/email/text when my father or I reach out to him with questions or concerns, he is also very pro-active and knowledgeable when it comes to the best ways of structuring finances for elder care and bill payment. In the almost seven years since I have had John assisting my father, he has done excellent work and alleviated my father and I of a lot of stress in the process. He has been a real asset to me and my family, and I cannot recommend him enough.”

– Client POA, adult child

 

“My older sister was diagnosed with dementia, and we engaged John’s services to assist her in managing her day-to-day finances.   He treated my sister with care and great gentleness, but also with professionalism and rigor. Hiring John turned out to be the best decision I have taken, both in helping my sister as well as managing the complications ensuing from her passing.  I feel I have a trusted agent working on my behalf.  He is extremely honest, and very willing not to take on responsibilities beyond where my sister or I would be comfortable.”

– Client POA, sibling