At KIG, your dreams become our goals,
written down with deadlines.

Our Specialties

Business Succession Planning

The foundation and principles that you’ve established in your business should be preserved long after you’ve retired. We’ll guide you through developing your business succession plan – from choosing a successor, to determining your company’s value, balancing financial returns, and learning about the various methods with which to transfer your business – that will not only ensure a smooth and equitable transition of your business and assets, but also ensure that the integrity and values upon which you’ve built your business remain intact.

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New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
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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.
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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.