Branch Manager, Certified Financial Planner®
With over 35 years of experience in financial services, Dan Kennedy is a founding partner of Cremasco Financial. Specializing in the needs of corporate clients and business owners, Dan excels in areas like group benefits, retirement planning, succession strategies, and estate planning. His passion for the entrepreneurial spirit drives him to explore the unique challenges and triumphs faced by businesses.
Recognized as one of the most respected advisors in the industry, Dan combines his extensive knowledge with a commitment to client success. He is dedicated to navigating complex financial landscapes and providing tailored solutions.
Dan is always eager to connect with clients and help them achieve their financial goals.