Kennedy Investment Group Email Format
Financial ServicesNew Jersey, United States11-50 Employees
Kennedy Investment Group is a registered investment adviser based in West Deptford, New Jersey, operating within the financial services sector. It prioritizes proactive, open communication and aims to understand each client’s personal circumstances and financial objectives to guide them toward their goals. The firm emphasizes delivering value through personalized financial solutions and a steady commitment to meeting client and community expectations, treating clients’ aspirations as clearly defined objectives with timelines. With a relatively small team, the firm emphasizes safeguards for client welfare, including a Trusted Contact program introduced in 2020 to help protect against fraud and financial abuse. In 2024, Kennedy Investment Group took a stake in ProShares Ultra Financials, valued at $226,000.