Our Firm
The Kennedy Financial Group is an insurance brokerage and employee benefits firm based in New Orleans, LA whose history directly follows the career of Charles Kennedy, Jr., CFP®. He began his career in the early 1970’s with a regional insurance company. Not soon thereafter he accepted a position with a national insurance firm. It was in the early 1980’s that Mr. Kennedy recognized the need for families and small business owners to meet with an objective consultant rather than a salesperson to get their questions and concerns met in the insurance and investment arena. As a result, he began studying financial planning, and became a part of the first class of Certified Financial Planners in the state of Louisiana. Shortly thereafter, The Kennedy Financial Group was born.
Today, we are a boutique firm of highly skilled financial professionals that serve niche markets. We provide Insurance and/or Investment solutions for complex clients like public entities but also help businesses and non-profits trying to offer health insurance to its employees.