Introducing Kelly Wealth Advisors of LPL Financial
Founded by Thomas F. Kelly and Maureen Kelly with family in mind. Our clients are not just a number; they are an extension of our family.
Personalized Guidance for Your Future
Our team has the knowledge and experience to guide you through many stages of life and financial complexities.
Confidence in Your Future
We recognize the importance consistent communication with your financial advisor, especially during times of change. Our team is here to support and guide you every step of the way.
Your retirement and investment needs don’t fall into a cookie-cutter format. Everyone has unique goals, needs, and circumstances, which is why our team will collaborate with you to understand your vision while bringing our expertise to the table.
Our primary focus is to work toward your goals and ensure that you feel comfortable throughout the process. We understand that this requires transparency and frequent communication with our team.
Our experienced advisors work as a team, sharing expertise and understanding. With access to multiple perspectives and areas of specialization, we create a plan customized to your goals and needs.
As you approach retirement age, a clear view of the path ahead is crucial. We help you map your retirement with several key considerations, including:
Successfully reaching your goals begins with taking your first step. Reach out to our team today to schedule a meeting with one of our financial advisors. We look forward to hearing from you!
Senior Vice President, Financial Advisor
Phone: (425) 329-4168
Phone: (425) 329-4167
Client Service Associate
Phone: (425) 329-4166
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.