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Address:

350 Essjay Rd, Suite 300
Williamsville, NY 14221

Phone:

1 (844) 434-7526

Kevin Caffery

Kevin Caffery

Financial Consultant

Kevin R Caffery Jr has been a Financial Consultant with AXA Advisors for 9 years. Kevin graduated from The Ohio State University in 2009 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.

At AXA Advisors, Kevin is a Partner of the wealth management team Harbortown Financial Group. He specializes in helping his clients reach their financial goals, through an in-depth process of financial analysis. Through Harbortown Financial, Kevin specializes in helping his team and clients with a customized capital needs insurance analysis, retirement planning and pension protection strategies.

Kevin grew up in the Angola area, and currently resides in Hamburg.  Kevin is very active in giving back to his community. Kevin sits on the board at the Lakeshore Academy of Finance, partners with the non for profit Unlimited, and a scholastic contributor to our local high school seniors.  Kevin has volunteered through many nonprofit organizations, donating time and resources.   Kevin has grown his business from the ground up by helping hard working individuals and businesses achieve their financial goals.

 

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Harbortown Financial Group is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (716) 626-2532
Fax (716) 631-4764
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck