WHO WE ARE
The Kennedy Financial Group is a firm founded on the principals of objectivity and innovation. It is this commitment that has enabled us to become more than just a product broker. We are a trusted resource for all of an employer’s insurance and investment needs. We offer Employee Benefits, as well as, Property & Casualty solutions for both private businesses and public entities. We also offer individual Financial Planning for High Net Worth clients, and employees of some group clients.
Our history directly traces the career of our founder, Charles Kennedy, Jr. He began as an insurance agent in the early 1970’s for a very popular regional insurer before moving up to work for one of the largest companies in the country. He quickly rose to become District Manager which exposed him to more than just the sales aspect of running a business. This award winning career took another step up when Mr. Kennedy decided to change his relationship with the insurer to better serve his clients. He bought a Mid-City New Orleans commercial building, and officially opened The Kennedy Financial Group on January 1, 1986 at 1681 North Broad Ave. in New Orleans. This independence allowed Mr. Kennedy to meet more of a client’s insurance and investment needs. Recognizing that clients were better served by a holistic consultant relationship, Mr. Kennedy studied and became one of the first Certified Financial Planners in the state of Louisiana.
It was this decision over 20 years ago that has pointed us in our current direction. Today, we are a boutique firm of highly skilled professionals that take pride in our unique and objective solutions to meet our client’s needs.