About KELLY FINANCIAL SERVICES LLC
KELLY FINANCIAL SERVICES LLC is a leading financial advisory firm with a team of experts who have decades of combined experience in the industry. The firm provides a wide range of financial services to clients, including investment management, retirement planning, tax planning, estate planning, and risk management, among others. The team at KELLY FINANCIAL SERVICES LLC is committed to helping individuals and businesses achieve their financial goals through personalized and comprehensive strategies.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial strategies
- Offers a wide range of financial services
- Has a team of experienced financial experts
- Committed to helping clients achieve their financial goals
Facts and Insights
KELLY FINANCIAL SERVICES LLC has been in business for over 20 years and has established a strong reputation in the financial industry. The firm manages a significant amount of assets for individual and institutional clients and has a track record of delivering strong investment returns. The team at KELLY FINANCIAL SERVICES LLC stays updated with the latest market trends and regularly provides valuable insights to clients to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Insurance Services
- Charitable Giving Strategies
- Business Succession Planning
Client Types
KELLY FINANCIAL SERVICES LLC caters to a diverse range of clients, including high-net-worth individuals, business owners, corporations, and non-profit organizations. The firm’s team of advisors has the expertise to address the unique financial needs and goals of each client and provide tailored solutions.
Fees & Compensation
KELLY FINANCIAL SERVICES LLC is a fee-only advisory firm, which means the team does not earn any commission or fees from third-party products. The firm is transparent about its fee structure and only charges a percentage of the assets under management, ensuring that the advisors’ interests are aligned with the clients’ financial goals.
Background
KELLY FINANCIAL SERVICES LLC was founded by John Kelly, a highly experienced and respected financial advisor in the industry. Under his leadership, the firm has grown to become one of the most trusted and reputable advisory firms in the country. The team at KELLY FINANCIAL SERVICES LLC continues to uphold the firm’s values of integrity, transparency, and client-centric approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, KELLY FINANCIAL SERVICES LLC is required to provide transparency about any potential conflicts of interest and disciplinary actions. The firm has a clean record and puts the clients’ interests first in all its dealings.