MORT KELLY FINANCIAL SERVICES, LLC – Your Trusted Financial Partner
About MORT KELLY FINANCIAL SERVICES, LLC
MORT KELLY FINANCIAL SERVICES, LLC is a leading financial services firm that specializes in providing expert advice and guidance to clients for their financial needs. With years of experience and a team of highly qualified professionals, the firm has built a reputation for exceptional client service and commitment to financial success.
How does the advisor help clients – Key Takeaways:
- Assisting clients in achieving their financial goals and objectives
- Providing personalized and tailored financial plans
- Implementing proven strategies to help clients grow and protect their assets
- Offering ongoing support and review to ensure clients stay on track towards their goals
Facts and Insights
MORT KELLY FINANCIAL SERVICES, LLC has a strong track record of success, with a large number of satisfied clients and numerous accolades in the financial industry. The firm’s dedication to putting clients first and providing top-notch financial advice has earned them a reputation as a premier financial services provider.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered
The MORT KELLY FINANCIAL SERVICES, LLC team provides a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, small business owners, and corporate executives. MORT KELLY FINANCIAL SERVICES, LLC understands that each client has unique financial needs and goals, and their team works closely with each client to create a customized plan that fits their specific situation.
Fees & Compensation
MORT KELLY FINANCIAL SERVICES, LLC operates on a fee-based structure, where clients pay a percentage of their assets under management. This eliminates any potential conflicts of interest, as the firm’s advisors are not incentivized to sell particular products to clients. The fee structure is transparent and aligned with clients’ investment goals, providing them with peace of mind and confidence in their financial decisions.
Background
The firm’s founder, Mort Kelly, has over 30 years of experience in the financial industry and has built a successful business based on his strong commitment to serving clients’ best interests. His team of experienced advisors shares his passion for helping clients achieve financial success and is dedicated to ongoing education and staying up-to-date on the latest market trends and strategies.
Financial Advisor Disclosures to Know
As a financial expert, MORT KELLY FINANCIAL SERVICES, LLC values transparency and believes that clients should have all the information they need to make informed financial decisions. With that in mind, here are the firm’s disclosures:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
- Advisors are fiduciaries, meaning they are legally required to act in clients’ best interests.
- The firm may earn commissions or receive compensation from third parties when recommending certain investment products, but this does not affect the firm’s recommendations to clients.
- Clients are provided with a Form ADV and fully detailed disclosure of fees and services before beginning any business relationship with the firm.
Choose MORT KELLY FINANCIAL SERVICES, LLC for Your Financial Needs
With a proven track record of success, a dedicated team of experienced advisors, and a commitment to putting clients first, MORT KELLY FINANCIAL SERVICES, LLC is the ultimate financial partner for individuals and businesses. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.