Colleen Kavanaugh, CFP, CHFC, CDFA

Colleen Kavanaugh, CFP, CHFC, CDFA Offering full-range financial planning. This includes business planning, retirement planning, college planning, risk management, estate planning.

Stonegate Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d

I'm thrilled to share that I've passed the CERTIFIED FINANCIAL PLANNER® exam. The CFP® exam is designed to assess one’s ...
05/04/2026

I'm thrilled to share that I've passed the CERTIFIED FINANCIAL PLANNER® exam. The CFP® exam is designed to assess one’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. Achieving this certification allows me to serve clients with greater depth and confidence - something I value deeply. Thank you to countless colleagues, clients, friends and family who have supported and encouraged me throughout this journey!

Our team at Equitable Advisors is growing, and we’re looking for motivated individuals to join us in the coming year. If...
01/09/2026

Our team at Equitable Advisors is growing, and we’re looking for motivated individuals to join us in the coming year. If you know someone who’s energetic, self-driven, and passionate about helping others, I’d love to connect.

Whether they’re a recent graduate or considering a career change, feel free to pass along my contact info. They can reach me directly at [email protected]
Thanks so much for keeping us in mind!

AGE- 7095944.1(10/24)(Exp.10/28)

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Yea...
12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

Happy Holidays! We wish you and your family joy and happiness.
12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

Wishing you a day filled with gratitude this Thanksgiving!
11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!

Today we honor the courage and commitment of our nation's veterans. Thank you for your service!
11/11/2025

Today we honor the courage and commitment of
our nation's veterans. Thank you for your service!

Check out LPL Financial Research's Weekly Commentary on the market: "Happy Anniversary Bull Market". https://s3.amazonaw...
10/13/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Happy Anniversary Bull Market".https://s3.amazonaws.com/static.contentres.com/media/documents/1dc19868-c309-472b-bf69-c1bb5cbd64e5.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Q3 Earnings Season Preview: Little Suspense". https...
10/06/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Q3 Earnings Season Preview: Little Suspense".https://s3.amazonaws.com/static.contentres.com/media/documents/3c6b18b5-dd5c-43d4-85f2-4e22686243c2.pdf

Check out LPL's monthly client letter. https://s3.amazonaws.com/static.contentres.com/media/documents/192a8a98-b101-48c0...
10/01/2025

Check out LPL's monthly client letter.https://s3.amazonaws.com/static.contentres.com/media/documents/192a8a98-b101-48c0-94cf-d7a6fa0faed8.pdf

Address

101 State Place, Suite 103
Malta, NY
12020

Telephone

+15183737338

Website

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