Team Members

 

 

 

 

 

Wally kennedyPRESIDENT: Wallace J. Kennedy
Bachelor of Arts Degree, Iona College N.Y.

Mr. Kennedy is a Registered Investment Advisor doing business as Medford Financial Group LLC. Mr. Kennedy is licensed in the State of New Jersey to act as a Registered Investment Adviser. He is also a licensed Insurance Producer for Life and Health with the state of New Jersey.

The 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 members.

Mr. Kennedy is a registered representative of Securities Service Network,Inc. a registered Broker/Dealer, Member FINRA/SIPC.

He is registered in the following states: CA,CT,FL,IN, IL, MD,MN,NJ,NY,PA,
SC,TX,VA,WA,MT,DE,NC,OK

Securities are offered through Securities Service Network, Inc. Member FINRA/SIPC. Some associated employees of Medford Financial Group, Inc. are registered representatives of Securities Service Network, Inc., Medford Financial Group, Inc. is otherwise not affiliated with Securities Service Network, Inc.
Mr. Kennedy holds the following securities licenses through Securities Service Network, Inc.:

  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Uniform Securities Agent - State Law Examination (Series 63)
  • Uniform Investment Advisor - Law Examination (Series 65)

Brokerage Accounts processed through Securities Service Network, Inc., are carried by National Financial Services Corporation, Member NYSE/SIPC; a Fidelity Investment Company. Customer Accounts maintained with NFSC are protected up to $100 million, including SIPC coverage of $500,000 (cash claims limited to $100,000), and $99.5 million in additional account coverage.

Mr. Kennedy is also recognized as a national speaker on investments. Mr.Kennedy offers a lively, humorous and enlightening 120 - minute session on maximizing investments potential, generally, and especially for retirement. A common-sense approach to the stock market, debt, and investor risk tolerance are intermingled with lighthearted " asides " that help the audience enjoy and retain the subject matter. He has conducted Financial Seminars for Fortune 500 companies all around the U.S. For information for topics and time availablity contact our ofice at 609-714-0546.

Mr. Kennedy is a General Securities Principal which allows him to supervise other licensed representatives. He is also certified thru Everbank, a Nationwide division of First National Bank, to offer mortgages, world currency and personal & business banking.

 

 

Kevin Mathes - Investment Advisor Representative

Under MFG Investments, LLC

Kevin began his portfolio management experience with Prudential Securities, where he served as an account executive.  Wishing to offer his clients a higher level of service than a large brokerage house could provide, Kevin soon became an independant advisor.  His desire to become independant was principally motivated by his desire to focus on furnishing quality service rather than quality.  Since becoming independant, he has devoted his time and expertise to professional portfolio management.

Kevin works exclusively under MFG, Investments, LLC which is a Registered Investment Advisory firm in the state of New Jersey.

 

 

 

 

 


 

 


Brad dennCERTIFIED PUBLIC ACCOUNTANT/ PARTNER:
Bradley H. Denn, CPA PFS
BS Degree in Accountancy, Minor Law & Justice, The College of New Jersey May '92 

 

  • Series 6, Series 63, Series 65
  • Life & Health
  • Investment Advisor Representative
  • Partner of Padden & Company, LLC accounting & consulting firm for over 10 years.

    Bradley Denn is a Registered Investment Advisor doing business as Medford Financial Group, LLC. Brad is licensed in the State of New Jersey to act as an investment advisor. He is also licensed for Life Insurance with the state of NJ and CA and health insurance for NJ. Brad is a registered representative of Securities Service Network, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Brad is currently registered in the following states: CA, DE, FL, IL, MD, MT, NJ, OK, PA, VT.

    Brad is a life long citizen of Medford, NJ. He is a graduate of Shawnee High School and The College of NJ with a BS Degree in Accounting as well as a minor in Law & Justice. He is married to Stella with two children and an active member of his church and local township republican party. Brad centers his practice as a CPA/PFS and financial consultant, tax advisor, and family estate planner. We focus on tax savings and building family net worth thru personal and business growth.

    Eagle Scout.

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    PARTNER: Brian P. Hoguet
    Bachelor of Science, Rutgers University
     
     
     
     
     
     
     
    Mr. Hoguet is a Registered Investment Advisor doing business as Medford Financial Group, LLC. He is licensed in the State of New Jersey to act as a Registered Investment Adviser and a licensed Insurance Producer for Life and Health.  
     

     

    Mr. Hoguet is a registered representative of Securities Service Network, Inc. a registered Broker/Dealer, Member FINRA/SIPC.

    He is registered in the following states: DE, FL, HI, MD, NJ, PA, VA, and WI.

    Securities are offered through Securities Service Network, Inc. Member FINRA/SIPC. Some associated employees of Medford Financial Group, LLC. are registered representatives of Securities Service Network, Inc., Medford Financial Group, LLC. is otherwise not affiliated with Securities Service Network, Inc.

    Mr. Hoguet holds the following securities licenses through Securities Service Network, Inc.:
    • General Securities Representative (Series 7)
    • Uniform Securities Agent - State Law Examination (Series 66)
    • NJ State Life and Health Insurance Producers License

    Brokerage Accounts processed through Securities Service Network, Inc., are carried by National Financial Services Corporation, Member NYSE/SIPC; a Fidelity Investment Company. Customer Accounts maintained with NFSC are protected up to $100 million, including SIPC coverage of $500,000 (cash claims limited to $100,000), and $99.5 million in additional account coverage.

    Mr. Hoguet began his career with American Express Financial Advisors before becoming an independent financial consultant. He brings a unique and tailored approach toward managing his clientele.   This includes providing services for investments, insurance, and estate planning through a comprehensive analysis. Mr. Hoguet partners with a team of highly qualified professionals to provide his clients with a full range of financial, accounting, and estate planning services. This approach leaves no stone unturned when it comes to assembling your comprehensive financial plan.  

     

     

     

     

    FINANCIAL CONSULTANT: Andre C McCoy, MBA

    Andre is a consultative financial advisor for High-Net-Worth individuals and businesses, working for a private wealth management firm. He uses a holistic and strategic approach toward accumulating, preserving and transferring wealth using customized banking, investment, and insurance products and services 

    He draws from a diverse European and American education. His studies include both Eastern and Western Europe venues which consist of the International Management Center, Budapest, Hungary; International Business School, Groningen, Netherlands; and Jewel & Esk Valley College, Edinburgh, Scotland. In the USA, he graduated in 1993 from Bloomsburg University with a BS in Management and in 1996 from Temple University with an MBA in International Business. 

    His previous experience came from working at UBS Financial Services. While there He worked with High-Net-Worth clients, businesses and institutions. Additional previous experience includes serving in the US Military rising to the rank of Captain in the Army and as a marketing consultant in Lviv, Ukraine.