The Kelly Group- Financial Planning and Wealth Management
Financial ServicesView the employees at
The Kelly Group- Financial Planning and Wealth Management-
Jacob Adkins Financial Planning Associate at The Kelly Group - Financial Planning and Wealth Management Services
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Harford County, Maryland, United States
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Rising Star
Jordan Heaps, CFP® Financial Planner at The Kelly Group-
Belcamp
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Rising Star
Chad Arrington, CFP® CERTIFIED FINANCIAL PLANNER™ | Partner at The Kelly Group-
Harford County, Maryland, United States
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Top 10%
Tom Cusick, CFP® CERTIFIED FINANCIAL PLANNER™ | Helping Individuals Achieve Their Financial Goals | Steward of Client Wealth | Fiduciary-
Harford County, Maryland, United States
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Rising Star
Lorie Myers Client Specialist at The Kelly Group- Financial Planning and Wealth Management Services-
Abingdon, Maryland, United States
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Top 5%
Overview
At The Kelly Group, we aim to build a better community, individual by individual. We see ourselves in the same light as Norman Rockwell’s small-town doctor — helping to take care of our neighbors and community through the chapters of their lives, from the first years to the golden years and lots in between. Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.
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