Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

Company

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

Investment Management Annapolis, Maryland, United States 11 employees

Employees: 11
Contacts: 4
Emails: 4
Phones: 3

www.getkbi.com LinkedIn

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC Overview

Headquarters: Annapolis, Maryland, United States
Website: www.getkbi.com
Industry: Investment Management
Employees: 11
Founded: 1999
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Family Protection Wealth Accumulation Strategies Business Continuation Planning Tax-Qualified Retirement Plans Executive Benefit Planning Employee Benefit Products

About Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

Complete Reliable Solutions At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since 1999. Most of our clients are individuals and companies who desire ongoing professional assistance in the creation and implementation of strategies to reach both personal and company goals. In today's world of financial complexity, you need a complete array of reliable tools that provide solutions. At the Kelly Companies, our representatives offer products and services that enhance your financial plan. And give you the power to stay the course. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., an Independent Registered Investment Advisor. Continuum Advisory, LLC and Kelly Financial Advisors, LLC are not affiliated with Triad Advisors.

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kristen Gukanovich	Benefit Services Director at Kelly	Annapolis, Maryland, United States	Email
Mike Kelly	President - CEO at Kelly Insurance	Annapolis, Maryland, United States	Email Phone
Bryan Wasserman	Financial Advisor	Annapolis, Maryland, United States	Email Phone
David Read		Towson, Maryland, United States	Email Phone