James W. Kennedy, Jr, CFP®
Financial Consultant
Jim Kennedy started his career working for his father in the life insurance business in 1976. His father passed away in 1981. In 1983 Jim began to transition over to the investment business, eventually leading him to Beacon Financial. His son Stephen joined him in 2008.
Jim and Stephen use programs such as eMoney, Riskalyze, and Advisor Workstation to provide diversified, risk-appropriate portfolios to clients in pre- and post-retirement.
Jim was taught by his father the importance of service to their clients. Jim is now passing this same message on to his son. Jim feels it is a privilege to have worked on both sides of a father-son business.