Kennedy Investment Group

Kennedy Investment Group is a financial planner in West Deptford, New Jersey, serving individuals and families with comprehensive financial planning and wealth management services. The firm emphasizes a collaborative, holistic approach to helping clients achieve both short- and long-term financial goals. Its team includes certified financial planners, financial analysts, insurance specialists, and goal planning professionals who work together to deliver personalized advice across a range of specialties. The firm has been operating since 2004 and maintains a client-focused philosophy centered on trust, accountability, and service excellence. It holds a 4.40 rating based on reviews from clients.

The firm’s team-based structure is supported by over 230 years of collective experience among its professionals. Each member is dedicated to client outcomes, with a focus on consistent communication, personalized service, and timely resolution of concerns. The company has established internal best practices, including a “Goodnight Policy” for daily response commitments, a “Two Ring Policy” for immediate call handling, and a “No Pile Policy” to ensure no client task is overlooked. These practices are rooted in a culture of accountability and client-first principles, with team members committed to never discounting the importance of managing clients’ life savings.

The business is located on Delaware Street in West Deptford, approximately 0.1 miles from Crown Point Road and 0.5 miles from the West Deptford Library. It sits near the Thorofare Volunteer Fire Company, a short distance from both Delaware Street and Crown Point Road, which serve as nearby major roads. The firm also operates a Pennsylvania office in Holicong.