About JOSEPH C. KELLY & ASSOCIATES, INC.
JOSEPH C. KELLY & ASSOCIATES, INC. is a leading financial consulting firm with a team of experienced professionals who are dedicated to providing custom-tailored financial solutions to individuals and businesses. Founded in 1990 by Joseph C. Kelly, the firm has established a reputation for excellence in financial planning, investment management, and retirement planning.
How does the advisor help clients – Key Takeaways:
- Provides custom-tailored financial solutions
- Specializes in financial planning, investment management, and retirement planning
- Dedicated to helping both individuals and businesses
Facts and Insights
As a well-respected financial consulting firm, JOSEPH C. KELLY & ASSOCIATES, INC. prides itself on its commitment to thorough research and analysis to provide the best solutions for clients’ financial needs. The following numbers showcase the firm’s impressive growth and success over the years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1990 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
JOSEPH C. KELLY & ASSOCIATES, INC. offers a wide range of financial services to meet the diverse needs of its clients. The firm’s expert advisors have the knowledge and experience to provide comprehensive solutions in the following areas:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Strategies
- Business Planning
Client Types
JOSEPH C. KELLY & ASSOCIATES, INC. works with a diverse client base, including:
- High-Net-Worth Individuals
- Business Owners
- Professionals and Executives
- Retirees
Fees & Compensation
JOSEPH C. KELLY & ASSOCIATES, INC. is a fee-based firm, which means that the firm charges a percentage of the assets under management as its compensation. This ensures that the firm’s interests are aligned with those of its clients, as the firm’s compensation is directly tied to the performance of their investments.
In addition to asset-based fees, the firm may also receive compensation from third-party providers for certain products or services recommended to clients. However, JOSEPH C. KELLY & ASSOCIATES, INC. always puts its clients’ best interests first and discloses all potential fees and compensation to clients upfront.
Background
Founder and President Joseph C. Kelly is a Certified Financial Planner® with over 30 years of experience in the financial industry. He leads a team of professionals who are dedicated to providing the highest level of service and customized strategies to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial consulting firm, JOSEPH C. KELLY & ASSOCIATES, INC. is committed to maintaining the highest standards of integrity and transparency. Clients can trust that the firm’s advisors will always act in their best interests and fully disclose any potential conflicts of interest.
Additionally, all advisors affiliated with JOSEPH C. KELLY & ASSOCIATES, INC. are required to adhere to strict industry regulations and undergo regular training and education to stay up-to-date on the latest financial practices and strategies.