Summit Financial Consulting

Kennedy Financial Group, situated in Troy, MI, operates as a financial entity that caters to a diverse clientele seeking investment opportunities and wealth management strategies. Specializing in offering a wide range of investment products and advisory services, they collaborate with financial advisors, institutions, and registered investment advisors (RIAs) to deliver tailored financial solutions. At Kennedy Financial Group, the focus lies on equipping advisors with the necessary resources and technology platforms to provide clients with personalized financial guidance. Through a combination of compliance oversight, practice management support, and cutting-edge technology services, they empower advisors to navigate the intricate financial landscape efficiently and independently, enhancing their effectiveness in client engagement. Generated using this brand's available information

We work with our business and individual clients as consultants to their Insurance needs and fulfill or obligation as true partner once they start doing business with us. We offer a full line of Employee Benefits to the self insured and fully insured business owners, by designing an impressive pl...

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.