Our Firm

The Medford Financial Group, LLC, was founded and established in 1996 by Wallace J. Kennedy, President of MFG, LLC.  The Medford Financial Group, LLC is the name used as the " business title " for the firms Securities functions and Registered Investment Advisory Services. The firm's focus is providing investment advice and management services to individuals, pension plans, professional services, corporations, charitable organizations. As a result of our independent status, our focus is strictly toward the client.



Mission Statement

Our approach begins with a personalized strategy developed by an independent investment professional. We are committed to delivering the investment performance and risk management to meet our client's objectives.

Our Services
  1. Financial Planning for Individuals and Corporations
    • Our Financial Planning Service will analyze your financial situation considering your objectives and risk tolerance. Your coordinated plan will address Asset Allocation, Insurance, Educational Funding, Estate Planning, Tax Minimization and Retirement Planning.

  2. Portfolio Management
    • Our Registered Investment Advisors are professionals who provide ongoing portfolio management. Generally, a Registered Investment Advisor provides advisory services for a fee, typically a percentage of assets -- not up front commissions -- making their interests and clients interests the same, with no incentive to create unproductive activity with a client's account.

  3. Retirement Planning
    • Retirement planning will assist you in preparing for the type of lifestyle you want during retirement. Our free, personalized computer analysis uses your current financial situation to plan for retirement. You will receive an estimate of income from sources such as social security, pension, profit-sharing plans, current assets and be provided with an estimate of how much you need to accumulate for retirement.

  4. Estate Planning and Tax Planning
    • In today's world, estate planning is for everyone, you need not be extremely affluent. Careful planning will assist you in controlling the amount of accumulated assets distributed to your loved ones could face estate taxes of up to 55% of your estate. We offer a range of competative, quality insurance and annuity products to assure your loved ones' financial security.

  5. Educational Planning
    • The College Planning Program provides a free personalized computer analysis which will assist you in planning for the future college costs of your children or grandchildren. The analysis will estimate future college expenses, detail the one time sum to invest now or the annual investment needed to reach the estimated college expenses of your children or grandchildren.

  6. Life Insurance -
    Tax-Advantaged Accumulation
    • Our license with Securities Service Network, Inc. allows us to offer a multitude of scheduled premium, flexible premium, single premium and whole life policies that provide you with insurance protection and tax-advantaged asset allocation. Usually, these policies allow access to policy cash values with favorable policy loans. There are policies which offer competitive interest rates while assuring 100% principal guarantee, high returns using a choice of diversified, professionally managed mutual fund portfolios.

  7. Mortgages 
    • Medford Financial Group works with Everbank, a national mortgage lender, dedicated to providing financial solutions to borrowers whose needs are underserved by traditional institutions. We specialize in innovative and creative financing programs that are a unique blend of simplified underwriting and loan structuring. We tailor our programs to borrowers who prefer streamlined documentation and processing, making lending easy.