Kennedy Investment Group

Kennedy Investment Group is a financial planner in West Deptford, NJ, serving clients across the region since 2004. The firm delivers financial planning and wealth management through a team-based model that pairs Financial Planners, Financial Analysts, Insurance Specialists, and goal planning professionals around each client's personal financial blueprint. Clients are supported by a multi-disciplined staff holding credentials that include CFP, AAMS, CRPS, and CIMA, and the practice also maintains a Pennsylvania office in Holicong alongside its New Jersey headquarters. Kennedy Investment Group holds a rating of 4.40.

Founder and CEO Jack W. Kennedy III, CFP and AAMS, leads a staff with more than 230 years of collective industry experience. The team includes Managing Director Keith R. Hering, AAMS, CRPS, and CIMA; President Henry J. Schroeder, CFP; Senior Portfolio Strategist James Messner III; Advisor and Senior Planner Alexa Comey; Chief Compliance Officer Gene Donato; Office Manager Maggie Slivinski; and Operations Specialist Maddie Yerkes. Supporting roles are filled by Senior Executive Assistant Kimberly Fehre, Client Liaison Marjorie Onuwa, Director of First Impressions Bethany Griscom, Client Services and Systems Associate Reagan Kennedy, and Culture and Experience Coordinator Andrea Schroeder. The firm's daily operations are governed by a set of Best Practice Policies, including a Goodnight Policy for same-day call and email replies, a Two Ring Policy that puts a live person on the line within two rings, and a No Pile Policy that prevents client tasks from sitting unattended.

The office sits on Delaware Street near Crown Point Road, with the Thorofare Volunteer Fire Company roughly four tenths of a mile away and the West Deptford Library within half a mile. Business hours run Monday through Wednesday from 9:00 AM to 5:00 PM and Thursday and Friday from 9:00 AM to 4:00 PM.

Two decades of continuous service in southern New Jersey, paired with a credentialed team built around collaborative planning, give Kennedy Investment Group a measured local standing among West Deptford's financial planning options.