Kennedy Wealth Group
Financial Services
Quincy, Il, United States
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
Kennedy Wealth Group Overview
- Headquarters
- Quincy, Il, United States
- Website
- kennedywealthgroup.com
- Industry
- Financial Services
- Employees
- 9
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Kennedy Wealth Group
Kennedy Wealth Group is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and experience. We believe in educating our clients so that they can make informed decisions that feel right to them. We encourage you to explore our site and learn more about the services we provide. KWG is a relationship oriented firm, offering our clients solutions, not sales pitches. We will lead you on a course to financial freedom and help you take back control of your money. Our team has over 50 years of combined experience in the areas of investments, insurance, asset protection, and estate & business succession planning. We look forward to hearing from you! Jeff Kennedy is an Investment Advisor Representative with investment advisory services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Securities offered through Center Street Securities, Inc. (CSS), a Registered Broker-Dealer and ;FINRA, SIPC. Kennedy Wealth Group, CSA and CSS are independent entities. Please be advised that presently, Jeff Kennedy holds a Series 7 license in CO, FL, IL, IN, MO and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jeff Kennedy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of
Kennedy Wealth Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Kennedy Wealth Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alyssa Srey | Director of Operations at Kennedy | Nashville Metropolitan Area, United States |
Email
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| Tatianna Talley | Business & Confidence Coach - Speaker |
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| Sharon Wiseman | Client Services Specialist at Kennedy | Quincy, Illinois, United States |
Email
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| Sadiqa Oenning | Client Relations Manager at Kennedy | Quincy, Illinois, United States |
Email
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Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 2 | 2 | 0 |
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