Jeffrey Kelly

Chartered Financial Consultant

Financial Adviser at Kelly Financial Group LLC in Wyomissing, PA

About

At Kelly Financial Group, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Address
906 Penn Avenue Second Floor in Wyomissing, PA 19610
Info
Year started: 1998

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Specialties

  • Annuities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Credentials

Licenses

Series 6
Series 63
Series 7
Series 65
Series 24

Certifications

CHFC

Background

Experience

Financial Advisor ChFC