Kennedy Investment Group, founded in 2004, is a financial planning and wealth management firm based in New Jersey and Pennsylvania. Committed to providing personalized care and innovative solutions, their team of experienced professionals offers a holistic approach to financial planning for a diverse range of clients, including corporate executives, business owners, affluent families, and professional athletes.
With a focus on financial planning, retirement planning, wealth management, and specialized services such as legacy and estate planning, Kennedy Investment Group aims to help clients achieve their short and long-term financial goals through a collaborative and multi-disciplined approach. Their dedicated team of Financial Planners, Analysts, and Insurance Specialists work together to deliver exemplary care and industry-leading financial services tailored to each client's unique needs.
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