In a business, the results are based on profitability.
In a profession, the results are based on client outcomes.

Your Team, Supported By Over 168 Years of Collective Experience

Jack W. Kennedy III, CFP®, AAMS®
President, CEO
Read more about Jack >

Henry J. Schroeder, CFP®
Executive Vice President
Read more about Henry >
Gene Donato
Chief Compliance Officer
Read more about Gene >

Alexa Comey
Paraplanner
Read more about Alexa >

Alexandra Fragomele
Branch Assistant
Read more about Alexandra >

Diane Gallagher
Branch Assistant
Read more about Diane >

Maggie Slivinski
Branch Assistant
Read more about Maggie >
Chrissy Carpenter
Branch Assistant
Read more about Chrissy >

You come first at Kennedy Investment Group. Supported by over 168 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.

Ask Us Anything
New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 5426 York Road, P.O. Box 779, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
© 2023 Kennedy Investment Group. Privacy PolicyDisclosuresFORM CRS
Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
*Stocks above indicate the biggest daily movers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.