At Kevin D. Wirth & Associates, our goal is to bring world-class services to our clients. We pay special attention to their visions and objectives regarding their financial and retirement planning. We strive to educate ourselves in all aspects of financial advisory and we make sure to maintain a caring and understanding approach toward each client’s personal needs.
Some people may not be aware of the financial nuances related to retirement, but our knowledge and expertise allows us to help guide our clients in the right direction, which allows them to begin planning as early and as successfully as possible.
Kevin D. Wirth is a go-to financial services provider with many years of experience helping clients from many different walks of life. Aside from his experience, his empathetic way of servicing financial needs gives him and his company, Kevin D. Wirth & Associates, a competitive advantage over financial other groups. He respects each client and is confident that their future is safe in his hands.
Born in Yonkers, NY, Kevin D. Wirth received his B.A. from Holy Cross College. He then received his financial planning designation from Adelphi University. Soon after, he began his career in the financial services industry, and eventually, Kevin D. Wirth became the sole proprietor of the group Kevin D. Wirth & Associates. Since the beginning, his goal has always been to help others with their financial affairs while maintaining a unique approach. Today he still lives by that goal and aims to bring all of his clients financial success.
Kevin always desired a uniqueness in both his approach and the results. He wants clients to experience something different from what they may have experienced in the past. As a result, he has helped countless people achieve things that they may have otherwise believed were out of their reach.
Kevin lives with his wife Shelley in Somers, NY. Together, they raised their son Matthew, and their daughter Kallie, in a traditional values philosophy.
Kevin’s caring ways extends to his business practice and the clients he serves. He has received numerous company and production awards over his years in business. He is a lifetime member of the National Association of Independent Financial Advisors and serves as the New York Representative of Public Sector Retirement Educators (PSRE), helping Federal Employees all over the area to achieve their financial dreams as well. Please feel free to visit their most informative websites:
Through the ongoing coordinated efforts of our office, and working with other professional advisors, to best help you establish an estate and financial plan, onsistent with your stated objectives, using all the applicable, current laws and strategies available. By doing so, we will eliminate future concern about loss of asset value. We will strive to increase. If not maximize income, protect and maximize use of existing capital, minimize taxes wherever conservatively possible, increase rates of return on Investments, and guarantee the cost effectiveness of any/all insurance purchases you have made, or will make. We will continue to work with you, and your family members, if you choose, and review your plan as needed, to ensure it remains current, viable and accurate.
Our purpose is to eliminate your financial risks, by using proven strategies and products to ensure your financial security.
Our goal is to eliminate your financial risks, by using proven strategies and products to ensure your financial security.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Gather your data and prioritize your objectives.
Create and deliver a strategy consistent your stated objectives.
Implement that plan and monitor and review it as needed.
Are you prepared to have a financially secure future?
Call us today at (914) 745-7271 to make an appointment!
With 41 years of invaluable financial aid to clients from all walks of life, Kevin D. Wirth is a go-to financial service provider. Apart from the experience, our increasingly empathizing way of dealing gives us a competitive advantage over the other groups.
With many years of invaluable financial aid to clients from all walks of life, Kevin D. Wirth is a go-to financial service provider. Apart from the experience, our increasingly empathizing way of dealing gives us a competitive advantage over the other groups.
Copyright © 2025 Kevin D. Wirth. All rights reserved.
Powered by: Financial Media & Marketing, LLC. Best Financial Advisor Websites.