Kyle Downey

Kyle Downey Email and Phone Number

Financial Advisor at the Angelo Planning Group @ Angelo Planning Group, LLC
rochester, new york, united states
Kyle Downey's Location
Fairport, New York, United States, United States
Kyle Downey's Contact Details

Kyle Downey personal email

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Kyle Downey phone numbers

About Kyle Downey

I am an independent wealth manager and financial planner with experience in asset management. I work with families to help them meet the challenges they face in meeting the goals of retiring comfortably, providing for their children, and protecting their family's financial well being. I work with a variety of employees and business owners in the areas of Rochester and Albany, providing numerous services to clients.I am an independent advisor which means I do not represent any company or product line. This allows me to give my clients unbiased and objective advice. I provide my clients with detailed descriptions of the fees they pay for their investments as I take full and fair disclosure very seriously. I manage client's accounts actively in an effort to provide less risk in people's portfolios. I do not believe in simply having clients hold the same investments for extended periods of time with no entry and exit strategy. Most importantly I am in contact with my clients several times throughout the year to make certain that they stay informed on their financial plan.

Kyle Downey's Current Company Details
Angelo Planning Group, LLC

Angelo Planning Group, Llc

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Financial Advisor at the Angelo Planning Group
rochester, new york, united states
Employees:
15
Kyle Downey Work Experience Details
  • Angelo Planning Group, Llc
    Financial Advisor
    Angelo Planning Group, Llc 2012 - Present
    Rochester, New York Area
    No Matter How Much Money You HaveThe professionals at APG advise those who are just starting their financial plan all the way to those with extensive experience as investors. Each client receives the same high level of service regardless of their account size. It is this equality of service that is the hallmark of our practice. You work hard for your family’s financial security, so we make sure that our team works hard for you.No Matter Where You WorkWe give advice on your financial portfolio regardless of where you work or where your assets are held. For most investors their largest nest egg is their employer sponsored retirement plan. This is precisely the area of your portfolio that often times receives the least attention. APG is one of the firms in the Rochester area that provides advisory services for these plans. This strengthens your retirement plan.We Take Action At APG we believe that it is our responsibility to help you achieve your goals. Too often people are provided with a financial plan and their experience ends there. At APG this is the beginning of your journey. While many firms encourage investors to simply ride out or tolerate down markets and poor investment performance we take a different approach.We believe that your long term investment success hinges on mitigating your losses. When market trends are unfavorable we use defensive tactics like reducing or eliminating stock exposure, while raising cash and bond holdings. This allows us to have a clearly defined entry and exit strategy for each investment that you own. Our goal by utilizing these techniques is for investors to experience lower volatility and less risk of loss.

Kyle Downey Skills

Finance Retirement Planning Financial Planning Portfolio Management Public Speaking Asset Management Financial Services Strategic Financial Planning Accounting Microsoft Excel Strategic Planning Financial Modeling Securities Small Business Retirement Business Development Market Research Fixed Income Business Planning Account Reconciliation Management Investments

Kyle Downey Education Details

Frequently Asked Questions about Kyle Downey

What company does Kyle Downey work for?

Kyle Downey works for Angelo Planning Group, Llc

What is Kyle Downey's role at the current company?

Kyle Downey's current role is Financial Advisor at the Angelo Planning Group.

What is Kyle Downey's email address?

Kyle Downey's email address is kd****@****oup.com

What is Kyle Downey's direct phone number?

Kyle Downey's direct phone number is +158573*****

What schools did Kyle Downey attend?

Kyle Downey attended Siena College.

What skills is Kyle Downey known for?

Kyle Downey has skills like Finance, Retirement Planning, Financial Planning, Portfolio Management, Public Speaking, Asset Management, Financial Services, Strategic Financial Planning, Accounting, Microsoft Excel, Strategic Planning, Financial Modeling.

Who are Kyle Downey's colleagues?

Kyle Downey's colleagues are Jamie Trimboli, Daniel Mcavoy, Melissa Rigdon, Elliott Morse.

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