T. Kevin Sheehan
My background provides me with qualifications to address your needs. In addition, I can work with teams of professionals throughout Equitable Advisors' national network of financial professionals and Cypress Financial Consultants, LLC to bring you well-rounded financial needs analysis and guidance.
I have been in the Financial Services Industry since 1987. And joining Cypress Financial Consultants in June 2015. I hold a bachelor of science degree from SUNY Geneseo. My designations include LUTCF. I have lived in Rochester since 1981 with my wife and our 4 children. I am also a proud Grandfather - life is good!
We are looking to build and maintain relationships with clients interested in protection, growth and the distribution of wealth in the most tax efficient of ways.
A Promise To Our Clients: "We promise to carefully listen to your concerns, needs, and expectations. We will search the financial universe for the tools best suited to help you work toward your financial future, based on your stated situation and goals. Our promise is unconditional and backed by our commitment to do everything in our power to sustain your loyalty".
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: OC47953
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.