Kevin J. Murray, Jr.

Economic Planning Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: $50,000

Title: Financial Advisor

Offering advice since: 1995

Areas of focus:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning

Further information about Kevin J. Murray, Jr.:

Kevin Murray has been an advisor with the firm since 2002 and has been one of the top planners, earning the award for excellence in financial planning (Royal Blue) in 2002 and 2004. He is licensed in NY, NJ, PA and FL for life, health and annuity business as well as carries a FINRA registration Series 7 and 63.

Kevin acquired his Registered Financial Consultant (RFC) designation in 2005 from the International Association of Registered Financial Consultants (IARFC). As a specialty, Kevin works with pension cases of civil servants, and estate planning issues. He is very active with the FDNY as a planner (Fire Dept of NYC), and consults firefighters and other civil servants before they are going to retire.

He lives in Staten Island, NY with his wife Stefanie and two sons, Kevin and Aidan, and has offices in Manhattan, NYC, Uniondale, Long Island and Staten Island.

Compensation and Fee Structures:

commission on insurance plans, annuities fee based on securities, retirement plans (typically 1%)

Licenses, Certifications & Affiliations:

Life, Health, Annuity license in NY, NJ, PA, FL

FINRA registration series 7, 63

Member SFSP, IARFC

Education:

BS, CUNY College of Staten Island 1996

Certificate, Certified Financial Planner curriculum, The American College, Bryn Mayr, PA

Will provide references upon request?

Yes


Further information about Economic Planning Group:

(Size of firm: 10-49 advisors)

Economic Planning Group, established in 1965, is a leader in the tristate area working as a full service wealth management firm specializing in advanced business and estate cases.


Contact Information for Kevin J. Murray, Jr.

Phone: (347) 539-1235
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Fax: (718) 556-0566

Address for Kevin J. Murray, Jr.:
42 Richmond Terrace
Suite 300
Staten Island, NY, 10310

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