Kelly Financial Advisors, LLC
Kelly Financial Advisors, LLC, and Kelly Benefits, Inc., were founded on St. Patrick's Day in 1999. Since that time Kelly Financial Advisors has been helping our clients build and preserve family wealth. Kelly Benefits has been a cornerstone for executives laying a foundation for a well-rounded benefits program. In January 2015 Kelly Risk Management, LLC, was founded to allow us the opportunity to serve our clients' Property & Casualty and bonding needs.
We Believe in the Importance of
Sound Financial Planning
Kelly Insurance & Investments, Inc. and Kelly Financial Advisors, LLC are national boutique private wealth, employee benefits and risk management firms that service high-net-worth individuals and corporate executives in all aspects of their financial lives.
Over the years, we’ve become a one-source shop for business owners. From servicing employee benefit needs to assisting with retirement and individual planning as well as risk management, our team has the experience and dedication to help you achieve your goals.
We’re Results-Driven
Because Our Clients Expect More
Business owners, affluent individuals, millennials and more. Our clients range in size and diversity - but ultimately seek to achieve long-term financial success. With a team-based approach, you can expect to work with a group that has your best interests in mind - no matter who you are.
Address: 99 Cathedral Street , Annapolis, MD 21401, USA
Phone: +1 410 349 3806
FAX: +1 410 349 3807
