With almost 15 years of experience in retirement, investment, banking, and financial planning, Kevin Kopec is an experienced partner and knowledgeable advisor who takes the time to understand your family’s unique financial needs and goals. Kevin is a graduate of Niagara University, earning his bachelor’s degree accounting. In addition, he served in the US Army and NYS Army National Guard. Kevin also has earned his Series 6, 63, 7, and 66 Licenses.
Kevin is passionate about seeing his clients achieve their financial goals. An avid golfer, Kevin enjoys traveling and spending time with his family and friends.