Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


Kevin Newman is a Financial Planner, having obtained his CFP® & CLU® certifications. He has been in the financial services industry for over 15 years. He graduated with a Bachelor's Degree in Economics and Mathematics from the University of Albany.

Mr. Newman has completed post graduate classes at the American College to include:

  • Financial Planning: Process and Environment
  • Planning for Retirement Needs
  • Fundamentals of Insurance Planning
  • Fundamentals of Investments for Financial Planning
  • Fundamentals of Income Taxation
  • Fundamentals of Estate Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  518-951-0185