He specializes in retirement planning, wealth management, education planning strategies, estate planning, and more.
kelly financial group
SEWICKLEY, Pa., April 18, 2024 (Globe Newswire) — Micah Kelly of Kelly Financial Group has been named “Wealth Advisor of the Year,” marking the third consecutive year he has received this honor. Shook Research has partnered with Forbes to bring together advisors ranked based on key qualitative and quantitative metrics, including the SHOOK Impact Rating. Every year, hundreds of financial advisors from across the country undergo a rigorous screening process, but only a few make it to the top. Mika Kelly would like to take this opportunity to thank all of our clients, partners and sponsors who have played an incredibly important role in this journey.
kelly financial group
Partner/Chartered Retirement Planning Counselor™ Micah Kelly has over 15 years of experience guiding families and individuals to financial security. Passionate about building genuine relationships and aiming to become a lifelong partner in her clients' financial journey, Mika is a financial expert who helps clients pursue financial security with confidence. Use our expertise to create a personalized strategy. Her areas of expertise include retirement planning, small business retirement planning, wealth management, education planning strategies, life insurance, disability insurance, and long-term care insurance.
Mr Kelly said:
“I am honored to be named to the 2024 Forbes list of Best Wealth Advisors in the State for the third year in a row. I have a huge debt of gratitude to the amazing team at Kelly Financial Group and their clients. His unwavering dedication to, relentless work ethic, and consideration have contributed to the firm's continued success.
Together, we are dedicated to providing unparalleled service to our customers. We strongly believe that a holistic approach to financial planning allows us to have a real impact on the financial well-being of the people we serve.
Finally, I would like to thank Stratos Wealth Partners and LPL Financial. These two organizations can provide best-in-class services and facilitate optimal advice to clients. ”
Kelley Financial Group is dedicated to building our clients' financial futures through comprehensive financial planning, wealth management, and investment strategies. The team develops strategies tailored to the unique financial goals of businesses and individuals. The team is comprised of experienced financial advisors with a wealth of knowledge that helps us provide sound financial advice and guidance to our clients. The company offers comprehensive services ranging from estate planning to retirement planning, tax planning to investments, and more.
The Kelley Financial Group's financial advisors are fiduciary advisors who do not receive sales commissions from the products they sell. They provide financial advice that is aligned with the client's goals and best interests. We operate with complete transparency. Fees are based on the value of the assets we manage on behalf of our clients. The company is licensed to operate in 38 states and plans to expand its geographic footprint. Call our office today to schedule your first free meeting. There, consultants collect relevant information about the client's investment objectives and strategies, followed by detailed analysis.
For more information, please visit https://www.thekelleyfinancialgroup.com/.
About Kelly Financial Group
Kelley Financial Group specializes in comprehensive financial planning solutions and investment strategies. The company offers a wide range of services including retirement planning, small business retirement planning, estate planning, wealth management, tax planning, investments, education planning strategies, and more. The team brings his combined experience of over 80 years with professional certifications such as Certified Financial Planner™, Chartered Retirement Planning Counselor™, and Accredited Investment Fiduciary™.
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media contact
Micah Kelly
kelly financial group
Address: 1605 Carmody Ct #301 Sewickley PA 15143
Phone number: (412) 528-1920
Website: https://www.thekelleyfinancialgroup.com/
Mika Kelly Kelly Financial Group
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