Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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Kevin has over 9 years of experience in financial services and 30 years in the business world. His focus is financial planning for families, particularly for college and retirement. He takes a holistic approach with clients and makes sure that all of their needs are addressed including estate planning, long term care and life insurance.
Having helped his two grown children go through the perils of selecting and devising ways to pay for college, he is well equipped to help clients navigate this process. He is married and lives in Pennington, NJ with his wife.
Main Street Advisors,