Kevin L. Mahoney, CFP®


Kevin Mahoney has been securities licensed since 1976. Prior to his now 47 year run in the financial services industry, he spent time in engineering and later, accounting.

Mr. Mahoney holds the designation of Certified Financial Planner (CFP®). 

Awarded the DALBAR seal as one of the nations most trusted financial professionals, Kevin has also been listed in the Who`s Who Worldwide Registry of Global Business Leaders, Executives and Professionals.

Happy to help others learn the complexities of Financial Planning, Mr. Mahoney has guest lectured at numerous schools and businesses, as well as written numerous articles on the subject.


Involved in the community over the years, Kevin has served as Chairman of the Town of Concord Assessment Review Board; former President of the Springville Lions Club; previous Treasurer of the Springville Area Habitat for Humanity; past President of the Springville Chamber of Commerce; was a Board Member of Central Trust Bank; former Board Member of Bertrand Chaffee Hospital; and a past Member of the Advisory Board for Alfred State College CFP Program.

Kevin, and his wife, Jeanne, reside in nearby in Glenwood, NY. Combined, they have six children and enjoy their seven grandchildren and one great grandchild.

Phone (716) 592-9225
Fax (716) 592-3413