The tremendous sacrifices, made by business
owners, should pave a path toward freedom.

Our Clients

Business Owners

Most business owners exhaust their time working long hours to make their business successful. We take the time to work with you on your business including goal planning, business continuation, succession planning, retirement planning and more. We will work closely with your tax and legal professionals to construct and monitor all aspects of your business plan. We will establish a team of financial professionals who will provide concrete solutions for your evolving business.

Only business owners understand the complexities of managing a business and maintaining a balanced life. Your personal and business wealth management needs are interconnected, and in order to thrive – both personally and professionally – the plan must include levels of mutual accountability.

We tailor solutions to each stage of your personal and business development goals and design a comprehensive wealth management solution that integrates seamlessly with both.

196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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