Kennedy Advisors Key Financial Group LLC

Weve been with the KCA Wealth Management team since 2009, a few years prior to retirement. Brian was instrumental in setting up our retirement portfolio to meet our monetary goals. We are so pleased with the short and long term investments and the rate of return over the years. Brian most recently saved us thousands of dollars reversing a mistake we made in settling a family estate. Theyre all good people to work with, and the results speak for themselves. I would highly recommend this advisory team if you need financial advice or investment management.
Oct 6th, 2023

Dec 15th, 2022

KCA is the best financial advisors and financial planners in the state! Brian, Pam, Evan, Vince and the whole office treat us like good family and friends! Impeccable quality and service. Down to earth and understand your goals! You can trust these people for financial security! Provide learning opportunities! The bucket plan and tax seminars are fantastic! Provide conferences both in person and online.Always there for their clientele.Answers questions within the hour email is sent. Highly recommend them for estate planning needs too! Definitely impressive!
May 20th, 2021