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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 much do you charge for your services?We are primarily a fee based firm. Call us or schedule a meeting to get your specific price!
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!
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