Services Offered
Investment Portfolio Management
Personalized investment strategies tailored to your goals, with detailed reviews and growth tracking.
Retirement Planning
Comprehensive retirement plans to secure your future, including Roth IRA setup and long-term goal alignment.
Tax Strategy Consulting
Expert advice on tax-efficient strategies to optimize your financial outcomes and minimize liabilities.
Wealth Management
Holistic wealth management services focusing on growth, security, and personalized financial guidance.
Financial Advisory Meetings
In-depth annual meetings with clear explanations in layman's terms, ensuring you understand your portfolio.
Reviews
5(5 reviews)
Rating Distribution
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SIG Admin
via Google
about 2 months ago
Kelley Financial Group has been incredible to work with. Justin in particular has been a huge help — he took the time to really understand my goals and walked me through everything in a way that actually made sense. He helped set me up with a Roth IRA, gave solid financial advice, and made me feel confident about investing in my future and planning for retirement. You can tell he genuinely cares about his clients and isn’t just trying to sell something. Professional, knowledgeable, and easy to work with. I highly recommend Justin and the entire Kelley Financial Group to anyone looking to get serious about their finances.
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Kathleen Connvia Google
about 2 months ago
The Kelley Financial Group has handled our investments for years. Their wealth of knowledge is top notch! They have always looked at our needs and what suits us best for our long-term goals. They treat us like family and have our best interests at heart. When meeting in person for our annual meetings, you are not rushed through your investment portfolio. They take a great deal of time to show how our investments have grown with great details and in layman’s terms so we understand. They truly care about each client and make you feel important. I would highly recommend Kelley Financial Group to anyone who is looking for a financial advisor. You will not be disappointed!
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Nathan Kingvia Google
2 months ago
The Kelley financial group is a awesome group of people who genuinely care about helping you grow and secure your financial future! They're very knowledgeable and professional. They really care about helping people! They have helped me tremendously as I'm inching my way to retirement. Working with them on my future has been stress free and I feel comfortable and confident that they are helping me down the right path. I highly recommend them! You will not be disappointed!
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Brooke Kelleyvia Google
2 months ago
We’ve had an excellent experience with Kelley Financial Group. From the very first conversation, they were professional, knowledgeable, and genuinely invested in our long-term goals. Everything was explained clearly without pressure or jargon, which made complex financial decisions feel manageable and confident. What really sets them apart is their responsiveness and attention to detail. They take the time to understand your situation and tailor their guidance accordingly. We never feel like just another client. If you’re looking for a financial team you can trust, who communicates well and truly has your best interests in mind, I highly recommend Kelley Financial Group.
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jacob kelleyvia Google
2 months ago
I couldn’t be more impressed with the service I received from The Kelley Financial Group. From the very first meeting, their team really took the time to understand my goals and concerns and explained everything in a clear, easy-to-understand way. Knowing they operate as fiduciaries gave me a lot of confidence that my best interests always came first. With their experience and knowledge in retirement planning, investments, and tax strategies, they put together a personalized plan that truly fits my long-term goals. I felt supported and informed every step of the way, and their follow-through and attention to detail were excellent. I highly recommend The Kelley Financial Group to anyone looking for advisors who genuinely care about their clients.🍀
