Kevin Luchetta's Mission Statement

"Having earned the CERTIFIED FINANCIAL PLANNER TM  certification and the ACCREDITED ESTATE PLANNER ® designation, my focus is on holistic and comprehensive planning.  With over 15 years of financial services experience, I hold myself and staff to the highest standard of service and support.  I knew this career was right for me the day I began to see the relief and comfort the planning process brings to the lives of my busy clientele.

Together with my outstanding team I will continue to strive to provide my clients with a lifetime of assistance in meeting their financial goals"

--Kevin Luchetta

Plan for Your Future Now

At PIONEER FINANCIAL our goal is to focus on the individual needs of each of our clients and bring to light the most innovative, sound financial solutions available. 

Personal Planning

Kevin Luchetta works with individuals in a wide range of financial solutions from Insurance and Investment Planning to Wealth Management and Trust Services. Kevin is committed to his clients’ financial security and leverages his education and strong work ethic to deliver financial solutions. 

Kevin works one-on-one with individuals and specializes in creating Financial Plans as a road map for his clients and their families. Areas he specializes in are Investment Advisory Products & Services, Wealth Protection and Risk Management  as well as Estate Planning.

Business Planning

Kevin’s work with business owners follows the same value based approach he takes with his individual clientele. He works to clarify and help prioritize the owner’s goals and aspirations for their business before developing a financial strategy that helps align the business with the appropriate solutions. 

Kevin specializes in these Business Areas:  Nonqualified Deferred Compensation Plans, all Types of Defined Contribution Plans as well as Defined Benefit/Profit Sharing Plans and helping businesses Retain Key Employees.   

 

Kevin R. Luchetta, CFP®, AEP®
Wealth Management Advisor


Pioneer Financial

  • Office 646-366-6740
  • Fax 212-202-7709

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck