Kevin Shreve
Financial Planner at Equitable Advisors
- Role
- Financial Planner at Equitable Advisors
- Location
- Ithaca, NY, US
- LinkedIn followers
- 500 followers
About Kevin Shreve
Kevin Shreve of Financial Designs, believes that the key to helping clients achieve their financial goals is to view each client as a unique individual with unique financial needs. Our team approach to financial services includes Kevin and his staff, and most importantly, the client. Together, we help clients identify their financial goals, then offer the support and advice they need to commit to achieving those goalsSpecialties: 31 Years in Financial Services, Focusing on Individual, Business, Retirement, and Estate Planning Strategies.
Experience
Financial Planner
Jan 2020 — Present · Ithaca, NY, US
Financial Designs Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Skills
- Retirenent Planning Services
- Long-Term Care Planning Strategies
- Wealth Management
- Asset Allocation
- Retirement Planning
- Financial Advisory
- Insurance Planning
- Estate Planning
- Life Insurance
- Financial Planning Iar
- Strategic Financial Planning
- Retirement Income Strategies
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