Aaron Kennedy, CFS

Aaron has a passion for finance, and a desire to work with people who value an advice-based relationship for their financial and life planning goals. Prior to entering the finance industry he formed, managed and sold four successful companies. He brings an entrepreneurial experience to his career and relies on over 2 decades of business experience to help guild his business and individual clients. Aaron works closely with business owners in the areas of business and succession planning, employee benefits, and risk management. For individuals and their families he is a “Financial Coach”, helping them successfully navigate through retirement planning and funding, educational goals and estate planning, protection and transfer.

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