John Caffrey Email & Phone Number
Partner and Senior Wealth Advisor @ Composition Wealth
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John Caffrey Location
- Melville, NY, US
John Caffrey Work
- 2021 -now Partner and Senior Wealth Advisor @
- 2001 -2022 Owner @
- 2008 -2021 Director @
- 2004 -2021 Owner @ Castle Asset Management, LLC
John Caffrey Education
- State University of New York at Oswego
Bachelor of Science (Accounting and Economics)
1979-1983
John Caffrey Skills
- Retirement Planning
- 401k
- Estate Planning
- Strategic Financial Planning
- Investments
- Mergers
- Asset Managment
- Wealth Management
- Risk Management
- Long-term Care
- Investment Advisory
- Mergers & Acquisitions
- Portfolio Management
- Mutual Funds
- Employee Benefits
- Equities
- Asset Management
- Alternative Investments
- Retirement
- Disability Insurance
- Investment Strategies
- Securities
- Asset Allocation
- High Net Worth Individuals
- Financial Advisory
- Wealth
- Life Insurance
- Investment Management
- Fixed Annuities
- Financial Planners
- Series 63
- Series 7
- Financial Services
- Wealth Accumulation
- Bonds
- Pensions
- Financial Planning
- 401(k) Retirement Savings Plans
- Marketing Strategy
- Customer Service
- Advertising
- Contract Negotiation
- High Net Worth
- 401K Retirement Savings Plans
- Long Term Care
- Strategic Financial
- Mergers and Acquisitions
- 401 Retirement Savings Plans
John Caffrey Summary
- John Caffrey, based in Melville, NY, US, is currently a Partner and Senior Wealth Advisor at Composition Wealth. John Caffrey brings experience from previous roles at Castle Financial Advisors, LLC, Empire National Bank and Castle Asset Management, LLC. John Caffrey holds a 1979 - 1983 Bachelor of Science in Accounting and Economics @ State University of New York at Oswego. With a robust skill set that includes Retirement Planning, 401k, Estate Planning, Strategic Financial Planning, Investments and more. John Caffrey has 2 emails and 6 mobile phone numbers on RocketReach.
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