Kevin
Maguire
CMFC™, CRPC™, RFC®, CBDA℠
Here to act in your best interests
About me
For over 30 years, I’ve been helping my clients reach their financial goals and objectives through financial planning. Away from work, I’m a huge fitness fan. I like biking and love running. In fact, I’ve completed the New York City Marathon five times.
Certifications
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
Registered Financial Consultant
Certified in Blockchain and Digital Assets℠
Education
Bachelor of Science, Marketing and Management - Siena College
Visit one of our Locations
New York VII - White Plains
10 Bank Street
Suite 1215
White Plains, NY 10606
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
