Frequently asked questions
How much do you charge for your services?
What services does The Kelley Financial Group provide?
The Kelley Financial Group provides wealth management and financial planning services. To view a breakdown of these services click here
How often can we discuss my portfolio and financial position?
As many times as you would like! We understand that in the initial on-boarding process, many questions will arise. Whether there is a feeling of distress, or just a simple question to answer, a Pittsburgh financial planner is just one call or email away.
What should I bring to my first meeting?
Click here to view a detailed document displaying what you should bring to your first meeting!