For every branch of life
Even with all life's complexities, we share a common and simple desire to plan for our future and care for our loved ones. The Kelly Group's passion for being good stewards of client resources defines our holistic approach - focused on nurturing the core of financial goals so each branch flourishes as it remains rooted in solid strategy.
Wealth Management
Solid financial planning provides the core foundation for identifying and reaching long-term financial goals for individuals and small business owners.
Asset Management
Offering clients a full range of investment strategies, our advisors develop plans designed to work towards the financial goals of individuals, businesses and families.
Accounting and Tax
Trust our experienced team for tax planning for and beyond the basic tax return by coordinating taxes into an overall financial plan. Business accounting consultation, bookkeeping and payroll tax reporting provide business clients peace-of-mind and the ability to focus on their business.
Current News
4.23.2013 : The Kelly Group expands Financial Planning and Wealth Management Team
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4.19.2013 : The Kelly Group Attends Davis Fund Forum in New York
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4.11.2013 : The Kelly Group’s 8-person investment committee took a due diligence trip to the offices of Franklin Advisory Services.
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3.20.2013 : Bryan Kelly recently attended Pimco’s 2013 Due Diligence Meeting Series
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3.14.2013 & 3.15.2013 : William S. Kelly, CPA, CFP®, of The Kelly Group Attended Two-Day Retirement Income Forum
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3.5.2013 : The Kelly Group attends Federal Reserve update event
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3.3.2013 : The Kelly Group’s Chuck Wienckowski, a long-time triathlete, completed the grueling Escape from Alcatraz Triathlon in San Francisco.
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1.2013 : Chuck Wienckowski attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas.
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