Kevin Filosa

Exploring your potential, growing your dreams, and helping deliver the life you seek is Kevin’s passion. His underlying goal is to nurture long-lasting, lucrative and productive relationships with each one of his clients.

Kevin has over 35 years of experience helping clients achieve their financial goals. Kevin joins us from American Portfolios and has worked at Citicorp Investment Services, as well as Merrill Lynch and LPL Financial. Kevin focuses on building strong relationships and understanding each client’s needs and risk tolerance. He believes that education is the core of a successful relationship. Kevin helps his clients navigate retirement planning, saving for education and legacy planning. He enjoys helping clients meet and exceed their financial goals. His motto, It’s not about personal goals or accomplishments, its about helping others realize their goals and dreams.

Kevin lives in Ronkonkoma, with his wife Leah, children Marisa and Michael and their dog Miles.