Kevin Reid - Financial Professional Equitable Advisors

Kevin Reid - Financial Professional Equitable Advisors My name is Kevin Reid and I'm a Financial Professional with the Retirement Benefits Group, a specialized division of Equitable Advisors, LLC.

We are dedicated to retirement planning, asset protection and wealth management services. I have been living and providing Financial Services to the Southern Tier of New York and the Northern Tier of Pennsylvania for over 23 years now. I've chosen to bring my incredible level of customer service to Equitable Advisors for the benefit of all my past, present and future clients. For individuals and t

heir families I can offer access to a full array of investment vehicles and protection strategies for every stage of your life, including college expense planning, retirement planning strategies and estate conservation. For business owners I can also help with business planning, including succession planning. I can make available a variety of life insurance, annuity and investment products. Utilizing these strategies and tools, I can help you to develop a customized financial strategy that can help place your financial goals within reach. I am a graduate of the Pennsylvania State University, Smeal College of Business and licensed by FINRA to serve the needs of clients in New York, Pennsylvania, Florida, Tennessee, North Carolina and Georgia. I live and work in the Southern Tier for the benefit of my family, community and you. Feel free to contact me for your financial review today. Your future is too important to do nothing!

The latest Atlantic Re:think article looks at how your financial decisions – both big and small – play a pivotal role in...
01/15/2022

The latest Atlantic Re:think article looks at how your financial decisions – both big and small – play a pivotal role in living the life you want as well as building long-term wealth. Let me help you design a financial strategy that enables you to achieve your goals and ambitions. https://eqtble.co/31UDnqG

02/08/2021

Is COVID-19 complicating your divorce plans? Here’s what you can do now to make the process as straightforward as possible — financially and emotionally.

Single and nearing retirement? These tips can help you start taking charge of your estate plan now.
02/01/2021

Single and nearing retirement? These tips can help you start taking charge of your estate plan now.

If you are single (whether widowed, divorced or never married) with no children or grown children, and approaching retirement, you may not have given much thought to planning your estate. You have likely been building your career, putting away money and spending your time off enjoying your favorite....

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more sec...
01/25/2021

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more secure about their financial future.

Millions of people across the United States are providing for themselves as they as they face retirement, making it an increasingly common theme in financial and life planning. But each situation is unique; some people are divorced or widowed, while others never married — and any of these situatio...

Escaping the city because of COVID-19? Here’s what you should do now to help ensure you make the right move — financiall...
01/19/2021

Escaping the city because of COVID-19? Here’s what you should do now to help ensure you make the right move — financially and emotionally.

For the millions of people living in our nation’s larger cities, the COVID-19 pandemic has given rise to a very fundamental question: where should I live? Whether due to safety fears about the virus itself, the emotional strain of social isolation or the economic challenges of being furloughed or ...

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if y...
01/11/2021

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if your retirement has been fast-tracked.

The pandemic, and its impact on the economy, has slowed life down for many people around the world. But for some, it has put them on the fast track to retirement. Here are some things you can do right now to cope if retirement has come around a little more quickly than you anticipated, and to prepar...

If you’d like to help those in need but aren’t sure how to go about it during COVID-19, these ideas can help you get sta...
12/28/2020

If you’d like to help those in need but aren’t sure how to go about it during COVID-19, these ideas can help you get started.

Before the pandemic, it was easier to help. You could physically show up to assist those in need. Dish out meals at a soup kitchen, volunteer at your child’s school, visit someone in a nursing home or organize a bake sale at a sports event to raise money. Today, many people are wary of face-to-fac...

Ready to head out on vacation but not sure what you need to think about with regard to COVID-19? Here are some tips:
12/21/2020

Ready to head out on vacation but not sure what you need to think about with regard to COVID-19? Here are some tips:

If you’re tired of staying at home and want to get away, you’re not alone. A full 45% of respondents in a recent travel-related survey said they were planning to take a domestic leisure trip within the next 6 months. Maybe you planned a trip you had to cancel due to COVID-19 restrictions. Or may...

If your business benefitted from a Paycheck Protection Program loan through the CARES Act, it’s time to plan for year-en...
12/14/2020

If your business benefitted from a Paycheck Protection Program loan through the CARES Act, it’s time to plan for year-end and loan forgiveness.

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) provided $349 billion in loans, guarantees and investments to help businesses. One of the most popular forms of assistance for small businesses, the Paycheck Protection Program (PPP), made loans available to small businesses with no m...

No matter the stage of your career, there’s still time to save more for retirement. Here are a few ways you can catch up...
12/07/2020

No matter the stage of your career, there’s still time to save more for retirement. Here are a few ways you can catch up on retirement contributions.

Sometimes, life gets in the way of making retirement plan contributions. Whether it’s paying for a wedding, a new car or just unexpected expenses, you might not have saved as much as you could. If that’s the case, there’s still time. And, there are numerous ways to “catch up” on your retir...

Address

4100 Old Vestal Road Ste #105
Vestal, NY
13850

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm

Telephone

(607) 763-1402

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