Kevin R Caffery Jr has been a Financial Advisor since 2009. Kevin graduated from The Ohio State University with Magna Cum Laude honors. Kevin attained a bachelor’s degree in Finance and also holds a bachelor’s degree in Real Estate and Urban Analysis.
Kevin is a leading Senior Partner of the wealth management team at Harbortown Financial Group. He focuses on helping his clients identify their financial goals, through an in-depth process of financial analysis and education. Through Harbortown Financial, Kevin helps his team and clients with wealth management, customized capital needs insurance analysis, retirement planning and pension protection strategies. Kevin currently holds FINRA Series 7 and Series 66 Registrations as well as a life and health insurance license to help with the financial needs of his clients.
Kevin grew up in the Angola NY area, and currently resides in Hamburg. Kevin is very active in giving back to his community and has volunteered through many nonprofit organizations, donating time and resources to help give back. Kevin has grown his business from the ground up by helping hard working individuals and businesses put a strategy together for their financial goals. Kevin currently has two separate offices in Western New York to help service his clients and their needs.