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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®, RMA®, 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. 

This includes such things as: financial planning, investment management, portfolio construction, sophisticated needs and advanced planning strategies for the high net worth. 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.
  • RMA® (Retirement Management Advisor).
    - Techniques and planning to help meet the requests of those near or in retirement.
  • 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).
  • IDFA®.

In terms of accolades, Steven has been fortunate enough to receive the prestigious Forbes/Shook 2023 award of Best NextGen Advisors in the United States, ranking #37 overall out of more than 42,000 applicants.

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

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

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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