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Kevin F. VasilikFinancial Advisor
Phone: 631-389-2328 Kevin F. Vasilik is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, NJ, FL, DE, AR, GA, MO, NV, and VA. Kevin is insurance-licensed (Life Accident & Health) in NY, NJ, CT, PA, VT, NV, DE, NC, GA, & FL. After receiving a Bachelor of Science Degree in Chemistry with a minor in Mathematics from William Paterson University in Wayne, New Jersey, Kevin enjoyed a successful 17 year career as a Scientist and Project Manager in the Petroleum and Environmental Services Industries. He then decided to develop his own business by putting his analytical and client service skills to work in Financial Services. He combines his skills in problem solving with his caring and desire to help individuals develop strategies to fulfill their financial dreams. In 1996 Kevin joined CPS Financial Services where he is currently a Financial Advisor and has created a successful Financial Services business practice. Included among his accomplishments have been the design and implementation of several successful financial educational seminars to educate attorneys, CPA’s and members of the public. He is an active member of the National Association of Insurance and Financial Advisors and counsels Business Owners and CPA’s in the design of tax-advantaged, qualified and non-qualified retirement strategies. Kevin advises a wide variety of clients (many from his relationships he developed in his prior career), that include: business owners and executives, retirees and young families and works closely with their CPA’s and Attorney’s to develop solutions for complex financial issues. His goal is to have his strategies focus on risk reduction while helping to accumulate assets and implement protection plans. He handles confidential information with discretion and diplomacy. Kevin has lived on Long Island for over 20 years with his wife Karen and their two children: Dayna and Kristopher. In his spare time, he enjoys camping, fishing, gardening, golfing and quality time with his family. His Professional Services Include: Health, Disability, Long Term Care & Life Insurance *Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, Registered Broker/Dealer, 1393 Veterans Memorial Highway, Suite 314N Hauppauge, NY 11788 (631) 582-6400; CPS Financial Services, Inc. is independent of Equity Services, Inc. 
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1393 Veterans Memorial Hwy, Suite 314N Phone: 631-582-6400 |
Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC. A Broker/Dealer and Registered Investment Adviser, 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631) 582-6400. CPS Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.