Wallace J. Kennedy, RFC
Bachelor of Arts Degree in Advertising, IONA College.
President/Founder of MFG Investments, LLC.
Our Firm’s Wealth Management philosophy is Teamwork. We have a unique multidisciplinary blend of highly experienced professionals in each area of the Wealth Management Process. We call this the “MFG DIFFERENCE."
Our Firm’s investment philosophy is to win by not losing. We aim to capture a greater proportion of the markets up movements, while minimizing capture of the down movements. We have built our firm around these beliefs with integrating asset management and financial planning.
Wally entered the financial services industry in 1989 with Bear Stearns, & Co, in New York City. He also worked at Merrill Lynch. Wally became frustrated with the way the large firms put their interest ahead of their clients. He has over 28 year of experience in the industry.
MFG Investments is a Registered Investment Advisory Firm with the State of New Jersey.
Wally has worked extensively in the field of portfolio management. His specialty is asset allocation. His team takes investment discretion and runs an asset allocation strategy for Pre Retirees , Retirees .
The Team specialty involves creating " PRE RETIREMENT INVESTMENTS STRATEGIES " to help clients achieve their savings goals as well as creating " SPECIALIZED INCOME PLAN " once they have reached the goal of retirement.
The team is very " Tax Savvy ". We mitigate taxes for our clients. Our goal is to strive to find the most tax efficient strategy so we can put more money in our clients pocket.
He is a Registered Financial Consultant (RFC) is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its member.
Wally is a Registered Principal and Registered Representative with Securities America, Inc. a Registered Broker Dealer, Member FINRA / SIPC.
When Wally is not managing money, he enjoys the Salt Life , coaching AAU basketball, and spending time with his family. He and his wife, Kelly, reside in Medford, NJ with their three children, Kelsey, Kevin, and Austin.