About Us

Kenneth Kaufman

Ken has been helping clients accomplish their goals in the financial services industry for over 40 years. He is part of a team of dedicated Financial Services Representatives who provide clients with a holistic approach and emphasis on financial planning to help them reach their long term financial goals

Ken strives to provide each client with superior service by giving honest recommendations and individualized attention. He focuses on wealth management strategies, retirement planning and investments. He has a Bachelor of science, in Business Administration at Boston University, and shortly thereafter, he completed his MBA at Pace University.

Ken holds FINRA series 7 and 63 licenses along with Life insurance licenses in New York.

Outside the office, Ken has served as a member of the local school board for six years and always tries to play an active role in his community. He resides in Putnam Valley, New York.