• Michael DiBartolomeo

Interviewing Pittsburgh Financial Consultants

Updated: Jun 26

Checking the Portfolio of Pittsburgh Financial Consultants

Before hiring one of the numerous Pittsburgh financial consultants out there, you should consider checking into their history. A financial firm should work hard for you, but people often find themselves being taken advantage of. For a firm you can trust, you should contact The Kelley Financial Group. With a collective experience of more than seventy years, our firm has a strong portfolio of satisfied clients. We are more than happy to show you exactly what we are capable of. Planning for the future is important for the happiness of most people. More can be found here.



Goal Determination

It is important to come to a financial planner with a plan in mind. You have to know what you would like to accomplish in the future. Once you let our team in on the plan, we can let you know how likely you are to achieve your goal with your current financial assets. We are honest and upfront with our clients. See also about Plan for the Future with Financial Planners in Pittsburgh.


Actionable Plan

Once you have set a goal that you can achieve, our team can help you create an actionable plan. Achieving real time results is possible by utilizing the tools available at The Kelley Financial Group.




4 views

Recent Posts

See All

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, HI, IN, IL, KS, MD, MI, MS, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV.

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

  • YouTube Social  Icon
  • Facebook Social Icon
  • LinkedIn Social Icon

© 2019 The Kelley Financial Group LLC.

Broker-Check-Logo.png