The Kelly Group’s experienced and dedicated Team of professionals provides a variety of financial planning and management services, all with one aim in mind: to help you and your family achieve your financial goals.
• INVESTMENT MANAGEMENT
• RETIREMENT PLANNING
• ESTATE AND ELDER CARE PLANNING
• INSURANCE PLANNING
• EDUCATION SAVINGS PLANNING>
• CHARITABLE GIVING PLANNING
• SOCIAL SECURITY STRATEGIES
• MEDICARE-RELATED DECISIONING
We know that choosing a financial advisor is a decision you do not take lightly. Let The Kelly Group be your trusted, holistic partner in your journey to financial independence.
To learn more, fill out the request form , or call us at 800-440-4120.
Freedom Federal Credit Union does not represent either The Kelly Group or the member if the two enter a relationship. Freedom Federal Credit Union is a separate entity from The Kelly Group. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser, and Securities offered through
Registered Representatives of Cambridge Investment Research, Inc. Investment, are not NCUA Insured and may lose value.