Kevin Pittz, Financial Advisor

FINANCIAL ADVISOR
Kevin J Pittz

CFP®, AAMS™
145 Vly Rd Ste 5, Schenectady, NY 12309opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Baseball
  • Camping
  • Football
  • Hockey
  • Golfing

Team Members

  • Jennifer Desmonie
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(518) 869-9088

Fax

(888) 864-6274

Office Address

145 Vly Rd Ste 5
Schenectady, NY 12309opens in a new window

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