Financial AdvisorsFinancial ServicesInsuranceInvestmentsLife & Health InsuranceRetirement PlanningWealth Management
Focusing on the needs of individuals, families & small businesses
At Kendra Financial Group, LLC, Bob and Betty Kendra are committed to providing individuals, families, & businesses with life insurance & financial products & services that meet their needs.
By keeping up with current insurance & financial product trends & offering outstanding service, Bob & Betty Kendra have earned a reputation for integrity & for showing true concern for their clients.
Kendra Financial Group, LLC will work with you to:
1.Review your individual situation & personal objectives. Every family's financial situation is unique. The more we know about you, the more precise recommendations we can make & the more we can help you. We take time to discuss your hopes, dreams & objectives.
2.Analyze & review your needs. We will work with you to identify & prioritize your objectives & help establish benchmark goals.
3.Develop and implement a strategy to help you achieve your goals.
4.Coordinate your financial activities. If you would like, we can also coordinate your insurance and financial activities.
5.Monitor progress; provide ongoing service as your needs and situation change over time. Financial preperation is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your financial objectives on track with your changing needs.
Bob Kendra and Betty Kendra are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, a licensed insurance agency, 4210 Columbia Road, Suite 4B Martinez GA 30907
Kendra Financial Group, LLC DBA is not owned or operated by NYLIFE Securities, LLC, or its affiliates.