Kyle J Lucey
- Role
- Retirement Planning Specialist at Equitable Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Kyle J Lucey
Kyle Lucey began his financial planning career in 2012 after studying economics and…
Experience
Retirement Planning Specialist
Jan 2020 — Present
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
Skills
- Estate Planning Strategies
- Tax-Efficient Investing Strategies
- Pension Distribution Planning
- Executive Benefit Strategies
- Tax-Deferred Investment Planning
- Long-Term Care Planning Strategies
- Investment Services
- Wealth Management
- Ira Distribution Planning
- 401(K) Distribution Planning
- Risk Management
- Retirement Planning Services
- Insurance Needs Analysis
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