In a business, the results are based on profitability.
In a profession, the results are based on client outcomes.
Your Team, Supported By Over 160 Years of Collective Experience
Jack W. Kennedy III, CFP®, AAMS, CWM
President, CEO,
Kennedy Investment Group
& Kennedy Insurance Services
Branch Manager,
Financial Planner, RJFS
Read more about Jack >
Valerie A. Angiollilo
Executive Vice President, COO
Kennedy Investment Group
Operations Manager,
Financial Advisor, RJFS
Read more about Valerie >
Henry J. Schroeder, CFP®
Vice President,
Kennedy Investment Group
Financial Planner, RJFS
Read more about Henry >
Andrew J. Thornton, CFP®
Vice President
Kennedy Investment Group
Financial Planner, RJFS
Read more about Andrew >
Gene Donato
Senior Registered Sales Assistant
Read more about Gene >
Alexandra Fragomele
Branch Assistant
Read more about Alexandra >
Chrissy Carpenter
Branch Assistant
Read more about Chrissy >
Diane Gallagher
Branch Assistant
Read more about Diane >
Maggie Slivinski
Branch Assistant
Read more about Maggie >
Denise Condo
Branch Assistant
Read more about Denise >
You come first at Kennedy Investment Group. Supported by over 150 years of collective experience, our multi-disciplined approach to planning begins with an unwavering and intrinsic understanding that every solution, appointment and phone call makes a difference in our clients' lives. With this view in mind, our team works collaboratively to ensure you have the very best in expert knowledge through a personalized and synergistic planning approach. We whole-heartedly believe that your trust is something we must continually earn. It's never taken for granted. Gaining and keeping this trust begins with providing passionate care and personal financial strategies, all the while instilling confidence that KIG will remain by your side throughout our life-long financial journey. We also believe that your experience with us extends well beyond your appointment, which is why we work to ensure you leave our office with the information and assurance that your immediate and future financial needs are well taken care of.