Kevin C. Donovan, EA

About

I help educators create wealth and reduce taxes while planning for retirement. I am an Independent Financial Advisor & Tax Accountant who will help you create a custom financial plan tailored for retirement and beyond. If you want someone who will help you get control over the minutiae, explain complex topics to you in simple terms, and create a plan for you to reach your financial goals, then you should contact me. What You Will Get From Me: 1. 30+ years of teaching & investing experience. I have Series 7, 63, and 65 securities licenses as well as a NYS 2. Life & Health Insurance license. 3. Almost 20 years of preparing taxes. I’m an EA – they are considered America’s tax experts! 4. My ultimate goal is to make you feel Empowered.

Business Hours