What's Your Financial Plan?
At Kelley Financial Group, we're committed to assisting you in getting one step closer to financial freedom. Start moving towards your monetary goals by working closely with one of our financial consultants today.
As a group of Pittsburgh financial planners, we strive to help you reach those goals. Waiting until later in your life to set up a budget or financial portfolio can cost you in the long run.
Keeping track of your finances can prove to be beneficial in the long run. By organizing your budgets and savings, a great amount of monetary stress can be lifted from your shoulders.
WHY INVEST WITH THE KELLEY FINANCIAL GROUP
Qualified Financial Advisors
Kelley Financial Group is a team of five highly qualified financial advisors in Pittsburgh, each offering a different specialty to best suit your needs.
Between the five of us, we offer expertise in Retirement Planning, Small Businesses, Family Finances, Charitable Giving, Estate Planning, Wealth Management, Education Planning, Investments, Social Security, Insurance, and more.
Depending on what financial goals you have, Kelley Financial Group is ready to pair you with the perfect counselor, who will be prepared to help you reach your goals.
Expert Financial Consultants
While there may be plenty of Pittsburgh financial consultants in the surrounding area, we aim to differentiate ourselves and stand out from the competition.
Our group has over 70 years of combined financial assistance expertise, and each member of the team is fully qualified and licensed to advise on matters of their concentration. Financial situations can be frustrating, release some of your monetary stress with the steady guidance of our Pittsburgh financial consultants.
Certified Financial Planners
Your advisor will always be available to communicate with you, whether it be to bounce an idea off of them or to express a grievance. We understand it can be difficult to organize your finances, which is why our Pittsburgh financial planners are always just one phone call or email away if you have any concerns or questions!
While it may be more beneficial to get started sooner rather than later, there really isn’t a bad time to start looking for a financial planner and begin to organize your finances.
HOW THE KELLEY FINANCIAL GROUP CAN HELP
Our team can help you organize your current finances by not only helping you make a budget, manage your debt, plan for emergency funds, and set aside for future financial goals, but we can also assist with much more. With Kelley Financial Group, together we can:
Set up a financial portfolio
Select a life insurance plan
Analyze retirement funds
Plan for retirement
Set up IRA contributions
Plan for College/Education
Plan finances for business
Plan caring for elderly
Plan caring for special needs
Set up a wealth transfer
And much more!
This is simply an overview of how our team can help you get started with moving towards a life of financial organization and freedom.
Our financial advisors in Pittsburgh help clients pursue their financial goals and help make their lives more financially efficient. To do this, we utilize comprehensive wealth management tools and financial planning strategies that are customized to the individual’s needs and goals.