My name is Kevin Reid and I'm a Financial Professional with the Retirement Benefits Group, a specialized division of Equitable Advisors. We are dedicated to retirement planning, asset protection and wealth management services. I have been living and providing Financial Services to the Southern Tier of New York and the Northern Tier of Pennsylvania for over 20 years now. I've chosen to bring my incredible level of customer service to Equitable Advisors for the benefit of all my past, present and future clients.
For individuals and their families I can offer access to a full array of investment vehicles and protection strategies for every stage of your life, including college expense planning, retirement planning strategies and estate conservation. For business owners I can also help with business planning, including succession planning. I can make available a variety of life insurance, annuity and investment products. Utilizing these strategies and tools, I can help you to develop a customized financial strategy that can help place your financial goals within reach.
I am a graduate of the Pennsylvania State University, Smeal College of Business and licensed by FINRA to serve the needs of clients in New York and Pennsylvania. I have professional memberships with:
I live and work in the Southern Tier for the benefit of my family, community and you. Feel free to contact me for your financial review today. Your future is too important to do nothing!