Professional

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

Education  Bachelors Degree, Mercy College

Licenses

Series 6 - Prepares finacial professionals for critical functions of an investment company and variable contract products, including sales of mutual funds and variable annuities.

Series 63 - Financial professionals that hold this license demonstrate knowledge of state securities acts and related rules and regulations, as well as knowledge of ethical practices and fiduciary obligations.

Associations & Memberships

Dutchess County Chamber of Commerce

Leadership

I hold a dual role as both a Financial Advisor, and a member of our Poughkeepsie Office leadership team as a Growth & Development Director.

 

 

Kevin M Caccomo

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck