The Kelly Group's 100-Year Plan: Building a Stronger Community, One Generation at a Time
As we reflect on Harford County’s 250th-year anniversary celebration last year, we recognize how lucky we are to be members of such a strong community. The Kelly Group family has been a part of Harford County for that entire time, and we’re proud that we’ve been able to offer steadfast financial guidance to community members for over 25 years.
We firmly believe that lasting relationships are the foundation of successful financial planning. That's why we are intent on building a 100-year firm in the Harford County community – providing longevity, consistency, and unwavering support to local families in their financial journeys. Here, we dive into our vision of offering century-long community care and financial guidance.
Roots in the Heart of Bel Air, MD
Established in 1997, The Kelly Group has been working in the Harford County community for over 25 years, with founding partner Bryan Kelly possessing over three decades of experience in financial planning. From our humble beginnings on Churchville Road in Bel Air, the firm has since relocated to East Gordon, just steps away from Main Street. Our central location makes us easily accessible to clients, ensuring meetings are as convenient as possible.
Bryan Kelly's ties to the community extend beyond the firm's inception. Growing up in Darlington, Bryan was immersed in the agricultural traditions that define Harford County. His family's ownership of the last remaining tomato cannery in the county, which closed its doors in 1997, further cemented his connection to the local landscape.
Inspired by the genuine service ethos of their local town doctor, who embodied the Norman Rockwell spirit of community care, Bryan Kelly set out with his uncle Bill Kelly to establish a financial advisory firm grounded in the same principles of trust, reliability, and genuine concern for the well-being of the community.
Serving Our Community with Integrity and Care
Having grown up in this community, we deeply understand the importance of supporting our neighbors. Our team is committed to embodying our core values of thoughtfulness, authenticity, and community engagement in everything we do. We believe in offering meaningful financial advice and building strong connections to foster the growth and prosperity of our community.
With community engagement a cornerstone of our values, team members actively participate in various local organizations that support both professional development in the financial industry and local community initiatives. Bryan Kelly, along with fellow partners Chad Arrington and Tom Cusick, lead by example, dedicating their time to initiatives that give back to the community. Bryan Kelly's involvement in the Harford Leadership Academy and serving as Chair of the Board of Directors of the University of Maryland Upper Chesapeake Health exemplify our commitment to making a meaningful difference in the community.
How Our Long-Term Commitment Benefits Clients
Our 100-year plan is not just about numbers or longevity; it's about helping to build a stronger community, one generation at a time. It's about being there for our clients through all stages of life, providing consistent and reliable support that transcends market fluctuations and economic uncertainties. Ultimately, it's about fulfilling our mission to empower our community to achieve their financial goals and aspirations, both now and for the next 100 years.
Having been a part of the Harford County community for over 25 years, we have witnessed firsthand the ebbs and flows of local life, the evolving needs of families, and the economic shifts that have shaped the region. We understand the unique intricacies and significance of estate planning, especially concerning the long-term plans for the many family-owned farms in our area. We have decades of experience helping families access important programs like the Harford Land Trust available to preserve their land and heritage.
Beyond estate planning, our comprehensive suite of services are tailored to meet the diverse needs of individuals and families at every stage of life. Whether you're preparing for retirement, planning education accounts for a new baby, purchasing a home, or setting financial goals for your future, we're here to provide personalized guidance and support. Our goal is to empower you to navigate life's milestones with confidence.
This long-term outlook permeates every aspect of our business and culminates in our ambitious plan to serve the community for at least 100 years. Because of our commitment to staying within the community for this extended period, our clients can rest assured that they have a trusted partner who will serve not only them but also future generations.
The Kelly Group's Enduring Role in Harford County
Our ultimate goal is clear: to be a service deeply interwoven with the fabric of our community. This vision ensures that our clients and their families will continue to enjoy peace of mind for generations to come, with The Kelly Group standing as a reliable partner through life's ever-changing landscape.
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