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About RD KELLEY FINANCIAL GROUP
The RD KELLEY FINANCIAL GROUP is a leading financial firm providing expert advice and services to clients from all walks of life. With years of experience in the industry, the company has established itself as a trusted and reliable source for financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning tailored to individual needs and goals
- Offers a wide range of financial services to address various financial needs
- Imparts expert knowledge and advice based on extensive experience in the field
- Creates a long-term partnership with clients to help them achieve financial success
Facts and Insights
RD KELLEY FINANCIAL GROUP has a proven track record of helping clients achieve their financial goals. Here are some key insights and facts about the company:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
The team at RD KELLEY FINANCIAL GROUP offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The company serves a diverse group of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
Fees & Compensation
RD KELLEY FINANCIAL GROUP believes in transparent fee structures and fully discloses all fees and compensation to their clients. The company charges a percentage of assets under management and may also receive commissions from certain investment products. Clients are informed in advance of any fees or compensation and are provided with a detailed breakdown of the costs involved.
Background
The founder and CEO of RD KELLEY FINANCIAL GROUP, Robert D. Kelley, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and holds a Bachelor’s degree in Financial Planning. The company also has a team of highly qualified and experienced advisors with various certifications and licenses in the financial field.
Financial Advisor Disclosures to Know
As a responsible financial firm, RD KELLEY FINANCIAL GROUP abides by all regulatory requirements and discloses any potential conflicts of interest. Clients are made aware of any potential conflicts such as receiving commissions or referral fees, and are also informed of their right to request more information or decline any recommendations made by the company.