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 @ Composition Wealth
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2001 - 2022 Owner @ Castle Financial Advisors, LLC
2008 - 2021 Director @ Empire National Bank

2004 - 2021 Owner @ Castle Asset Management, LLC

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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

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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 2 mobile phone numbers on RocketReach.

John Caffrey Emails

Found 2 emails

John Caffrey Phone Numbers

Found 6 phone numbers

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