INSURANCE SERVICES, INC.
YOU GET THERE
INSURANCE SERVICES, INC.
INSURANCE SERVICES, INC.
WELCOME TO KELLY FINANCIAL & INSURANCE SERVICES, INC.
Please feel free to explore this site to gain better understanding of my firm and how I help my clients plan for and meet their financial goals.
If you have come looking for an investment advisor to help manage your company`s retirement or pension plans, you have come to the right place. If you are a successful individual or business looking for a financial counselor, you to are in the right place. My firm's purpose is to help create and preserve the well-being of both businesses and individuals.
After talking to me, you will know you have been heard. I begin by determining your financial and personal goals. We will create a plan that will help you achieve your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and managing your wealth. My goal is to create a financial solution and provide an extraordinary amount of personal service.
I invite you to use the Contact tools on the right-hand Quick Links to ask any questions. Let me know if there is any other information you would like to see on this site.
Thanks for stopping in. I appreciate your visit
WHATEVER YOUR GOALS, WE CAN HELP YOU GET THERE.
My firm was founded in 1985 with the goal of assisting my clients in every aspect of their financial lives. I work closely with each client to help them achieve their goals. I strive to give a "hands on," one-on-one approach with your retirement objectives and goals.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.