Senior Wealth Management & Retirement Planning Advisor
Kedrick P. Sackey

About this Advisor

Kedrick, entered the wealth management and financial planning services business in 1994 with Gruntal Inc. a financial services firm in the Greater New York City area. That eventually led to a Senior Vice President position at Oppenheimer & Co. Inc. a New York financial services firm for 12 years.  Kedrick obtain his accreditation as an “Accredited Wealth Management Advisor”, from the College for Financial Planning.  With 23 years’ experience, Kedrick has become a skilled and imaginative advisor in the use of Wealth Management, Financial Planning, Retirement Planning (Defined Benefits/Defined Contributions) and Managed Investments.

Kedrick’s area of expertise includes such things as wealth management, retirement plan design and administration, pension plan design and administration, pre-retirement financial counseling, pre-retirement seminars for employee groups and trust accounts