Due Diligence

We have been in business since 1988, helped over 4000 Senior clients, and our record is absolutely spotless. We are proud of our work and our record. To check us out with the agencies who regulate us follow the instructions below:

California Department of Corporations: Investment Advisory Records:

1.     www.corp.ca.gov

2.     Securities and Franchises (top center of page)

3.     Check out your Money Manager, Financial Planner or Investment Adviser (center of page)

4.     Click on Investment Adviser

5.     Investment Advisor Public Disclosure

6.     Choose Investment Adviser Firm

7.     Our CRD # is 123617

8.     G.M. Kenney & Associates

9.     California

10.  Disclosure Information DRPs (bottom of left hand menu , DRPs is record of disciplinary actions-none listed)

California Department of Insurance: Insurance Agency Records:

1.     www.insurance.ca.gov

2.     Consumers (top left)

3.     Licensee Information (left side)

4.     Check to see if your Agent/Broker is licensed

5.     Search by license # 0785559

6.     Enforcement action documents (middle of 2^nd paragraph

7.     Search “glenn and kenney”

Better Business Bureau

1.     www.bbb.com

2.     Enter your zip code

3.     BBB for consumers

4.     Check out a business or charity

5.     Type in G.M. Kenney & Associates

6.     View report: we are a BBB accredited business since 1986 with an A+ rating