Kevin Kluge Email & Phone Number
President, Financial Planner, Retirement Planning Specialist, Qualified Plan Specialist @ North Coast Wealth Management LLC
Kevin Kluge's Location
Buffalo, NY, US
Kevin Kluge's Work
- President, Financial Planner, Retirement Planning Specialist, Qualified Plan Specialist @ North Coast Wealth Management LLC
- Financial Consultant, Qualified Plan and Retirement Planning Specialist @ AXA Advisors, LLC
- Vice President and Regional Manager of Retirement Plan Services and Institutional Asset Management @ Bank of America (formerly FleetBoston Financial)
Kevin Kluge's Education
- University of Pennsylvania - The Wharton School
(Certificate in Retirement Planning)
- University at Buffalo
Master's Degree (Economics)
1989 - 1991 - Denison University
Bachelor's Degree (Economics)
1980 - 1984
Kevin Kluge's Skills
- Finance
- Financial Planning
- Retirement Planning
- Life Insurance
- Investments
- Retirement
- Insurance
- Fixed Annuities
- Financial Analysis
- Estate Planning
Kevin Kluge's Summary
Kevin Kluge, based in Buffalo, NY, US, is currently a President, Financial Planner, Retirement Planning Specialist, Qualified Plan Specialist at North Coast Wealth Management LLC, bringing experience from previous roles at AXA Advisors and Bank of America (formerly FleetBoston Financial). Kevin Kluge holds a University of Pennsylvania - The Wharton School. With a robust skill set that includes Finance, Financial Planning, Retirement Planning, Life Insurance, Investments and more, Kevin Kluge contributes valuable insights to the industry. Kevin Kluge has 4 emails on RocketReach.
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