Kennedy Wealth And Tax Management, Inc.

Kennedy Wealth And Tax Management, Inc. (CRD# 172394) is a financial advisory firm headquartered in Southbury, CT. They manage $71,300,000 in 207 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $344,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, TX

Financial Advisors at Kennedy Wealth And Tax Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory J. Bunger
CRD#: 5248132
1 Pomperaug Office Park, Suite 307, Southbury, CT 06488
96
Wealthminder
score

Gregory Bunger (CRD# 5248132) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 9 years of experience in the finance industry. Gregory Bunger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin A. Kennedy
CRD#: 2891568
1 Pomperaug Office Park, Suite 307, Southbury, CT 06488
93
Wealthminder
score

Kevin Kennedy (CRD# 2891568) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 19 years of experience in the finance industry.

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