Kevin Korondi

Investment Adviser Representative

Business Philosophy

Kevin's first priority is his commitment to his clients.  Kevin has counseled families on how to plan for retirement, retire comfortably, preserve wealth, and leave a meaningful legacy through the use of creative estate and investment strategies.  Because of his dedication to his clients, Kevin has very strong relationships with the people he works with.  This approach towards his business has enabled Kevin to become an up and coming financial advisor throughout the New York/New Jersey metropolitan area.


Kevin has worked in the financial services industry since 2006, with an expertise in retirement planning and wealth protection.  This is the process of growing, preserving, protecting, and distributing assets to achieve the client's goals and objectives. Kevin graduated from the College of New Jersey where he completed his undergraduate work.

Personal Life

Kevin resides in Basking Ridge, New Jersey with his wife Lisa, son Luke and stepsons Gregory and Andrew.  Kevin is active with the kids activities and is an avid golfer in his free time.

Phone (908) 955-7188
Fax (908) 955-7263