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.