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Our Mission

Albany Financial Group has been helping individuals, families, and businesses since 1973. We are proud of our quality client service. Our Financial Advisors guide you through the process of establishing a successful financial plan and nurture it through economic and personal changes.

Our pledge is to make every conscientious effort to give the same value of service as we would apply to ourselves. In essence, it’s our family helping your family.

Steve Kennedy, CFP®, CIMA®, CDFA™  

Principal, Albany Financial Group 

Steve joined Albany Financial Group in 2016 and has been in the financial services industry since January 2008 (near the onset of the Great Recession) . Prior to joining AFG, Steve had previous experience in wealth management, financial advisory and insurance services with companies such as Goldman Sachs. 

Steve is a registered licensed professional experienced with the fiduciary duties of meeting advisory clientele needs, including: portfolio construction, investment management, financial planning and advanced strategies. Steve graduated from Siena College with a Bachelor’s of Science. 

In addition, Steve currently holds the following certifications/designations:

  • CFP®  (Certified Financial Planner).
  • CIMA® (Certified Investment Management Analyst).
    - Advanced portfolio construction and investment management solutions.
    - Investment Management Theory and Practice education through the Yale School of Management.
  • CDFA™; {When Applicable}.

      - Special circumstantial planning.

He is also an active member of the:

  • Estate Planning Council of Eastern New York
  • Investments and Wealth Institute®.
  • Financial Planning Association (National and Northeastern New York).
  • Institute DFA.

Steve and his wife, Kerri have three children: Charlotte, Jackson and Hannah.  He's an avid reader, traveler, and enjoys family activities.

About My Team

Denise Williams

Executive Assistant to Steve Kennedy, CFP®, CIMA®, CDFA™

Denise Williams has been with Albany Financial Group since 1999, previously working as the Administrative Assistant to now-retired Advisor Len Valletta. Previously, she had a similar career with another financial services firm.

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Carrie Cronin

Administrative Assistant to Steve Kennedy, CFP®, CIMA®, CDFA™

Carrie began working as full-time Administrative Assistant and receptionist for the office in November 2014. She previously worked at another financial planning office as a receptionist and sales execution team...

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