Kelley Financial Group’s partner has been named Pennsylvania’s Best In-State Wealth Advisor for 2022 by Forbes

Micah Kelley is a Partner and Chartered Retirement Planning Counselor at The Kelley Financial Group.

Kelley Financial Group is pleased to announce that Forbes has named Micah Kelley as Pennsylvania’s Best In-State Wealth Advisor for 2022.

According to Forbes: “As global pandemic concerns take a backseat to the economic fallout from Europe’s biggest conflict since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven track record of guiding their clients through volatile markets”.

Micah Kelley is a Partner and Chartered Retirement Planning Counselor at The Kelley Financial Group. For 13 years, he has focused on providing advice on retirement planning, wealth management planning, small business retirement planning, and educational planning strategies.

Micah Kelly

The group has more than 70 years of experience in financial planning. Each consultant on the team is licensed and qualified to advise on matters affecting their individual expertise. They believe in building long-term relationships based on knowledge and integrity.

ABOUT THE COMPANY

Kelley Financial Group is a Pittsburgh-based team of financial advisors, each with a different background and area of ​​expertise. They work with each other and with strategic partners to develop a holistic methodology. They believe that this holistic approach brings the greatest possible benefit to customers.

Micah and The Kelley Financial Group are committed to supporting their clients on their journey to financial freedom. They understand that comprehensive financial planning allows them to uncover and understand each client’s true needs, goals and concerns. They emphasize the importance of comprehensive financial planning and strive to make a positive impact on their clients’ lives, demonstrating this through ongoing communication with clients in every situation.

The company helps clients take control of their current finances by helping them create a budget, manage their debt, plan and set aside emergency funds for future goals, but they can also help with much more. The following is a non-exhaustive list of areas in which Kelley Financial Group offers expertise:

  • retirement planning
  • Small businesses

  • family finances
  • Charitable purposes

  • estate planning
  • wealth management

  • educational planning
  • investments
  • Social Security

  • insurances

Her goal as a financial advisor is to help clients achieve their financial goals and make their lives more financially efficient. To do this, they use comprehensive wealth management and financial planning tools that are tailored to the needs and goals of their clients.

###

Contact details:

Name of the company: The Kelley Financial Group

Local address: 1605 Carmody Ct # 301 Sewickley, Pennsylvania 15143

phone number: (412) 528-1920

company email: [email protected]

Website URL: https://www.thekelleyfinancialgroup.com/

Editorial staff: news.38digitalmarket.com

This content is published on behalf of the above source. Please contact them directly with any concerns related to the above.


Comments are closed.