John Kennedy

John Kennedy

Registered Representative

A Senior Representative with InvestWise Financial, LLC, John analyzes client portfolios and actively works alongside investors in the implementation of their accounts during both the accumulation and distribution phases of their lives. Partnering with individuals and businesses, he uses his knowledge of investments, taxes, and Social Security to help educate them on strategies to achieve their pre and post-retirement goals.

This is John's 20th year as a Registered Representative and his 14th year at InvestWise Financial. Before joining the firm, John was a Senior Representative with another local financial investment firm. Prior to that, he worked for a number of years with a major insurance and investment company based in Boston, Massachusetts. While there, John worked closely with individuals on the management of their accounts, along with helping recruit and train new representatives of the firm.

John graduated with a Bachelors degree from John Carroll University in Cleveland, Ohio. A Registered Representative of Cambridge Investment Research, Inc., John is registered to sell mutual funds, stocks, bonds, annuities and other leading investment products. By engaging in retirement and Social Security-focused workshops, he applies his industry knowledge to help clients avoid tax mistakes, maximize their cash flow, and protect their lifestyle.

To contact John, please call 248-594-3458 or 888-317-0035.

Phone 248.594.3458 or 888.317.0035