Kelly Benefits Advisory is an independent financial services firm with a comprehensive understanding of retirement plans and group benefit programs. We are specialists who can help you design a retirement plan that suits your company’s culture and your workforce’s needs while seeking to maintain the highest fiduciary standards.
We work with our clients to truly understand their vision and set goals for their retirement plan. We assist in designing an effective plan that helps fulfill your objectives and offers robust education to you and your employees. We are diligent in our monitoring of your plan as well as changes in your organization, and we continually refine accordingly.
Our services include:
• Plan Design Assistance and Investment Consulting
• Compliance and Fiduciary Education
• Administrative Support Services
• Financial Wellness Program and Participant Education
Our goal is to serve both you and your employees, as our mission is for your employees to retire on time and with dignity. If we can accomplish this while simultaneously helping you consistently offer an efficient and effective retirement program, then we consider the job well done.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Compliance Disclaimer – Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba Kelly Benefits Advisory, an SEC registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For hyperlinks to FINRA and SIPC, please refer to website section above.
Company Details
Kelly Benefits Advisory Questions
Kelly Benefits Advisory's website is http://www.kellybenefitsadvisory.com
Kelly Benefits Advisory's LinkedIn profile is https://www.linkedin.com/company/kellybenefitsadvisory
Kelly Benefits Advisory has
5 employees.
View email and phone details for 5
employees at Kelly Benefits Advisory.
Kelly Benefits Advisory's industry is
Financial Services
Kelly Benefits Advisory's top competitors are
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Stifel Financial Corp.,
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Kelly Benefits Advisory's categories are Financial Services
Kelly Benefits Advisory's founding year is 2011
