T. Kevin Sheehan

T. Kevin Sheehan

Partner

Phone: 585-723-0118
Mobile Phone: 585-329-6344
E-mail:
 

My background provides me with qualifications to address your needs.  In addition, I can work with teams of professionals throughout AXA 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. Starting out with The MONY Group and more recently merging with AXA Advisors in 2005 and joining Cypress Financial Consultants in 2015.  I hold a backelor of science degree from SUNY Geneseo.  My designations include LUTCF.  I am involved in the Northwest YMCA and I have lived in Rochester since 1981 with my wife and our 4 children.  I recently became a 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. Our promise is unconditional and backed by our commitment to do everything in our power to sustain your loyalty".

California Insurance License #: 0C47953


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

Cypress Financial Consultants, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.