Kevin Caffery

Kevin Caffery


Kevin R Caffery Jr has been a Financial Consultant for 11 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 Equitable Advisors, Kevin is a leading Partner of the wealth management team Harbortown Financial Group. He focuses in 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 a customized capital needs insurance analysis, retirement planning and pension protection strategies. Kevin currently holds a Series 7 and Series 66 as well as a life and health insurance license to help with any financial need for his clients.  

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.  Kevin 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 Caffery offers Securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC.  



Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Equitable Advisors, LLC or its affiliates.

Phone (716) 626-2532
Fax (716) 631-4764