Thomas Kelly Email & Phone Number

Colmar, Pa, Us

Thomas Kelly believes each of his clients have unique financial situations and individual goals and objectives. As a result, he doesn’t rely on a cookie cutter approach when developing comprehensive financial planning and investment strategies. Instead, he dedicates his time to creating customized strategies that align with the client’s financial objectives.To develop a well-rounded, comprehensive financial strategy, he follows a four-step process:1. In the initial meeting, Thomas listens to the client and learns about their current financial situation and their future objectives. By reviewing financial statements and learning about their individual needs and risk tolerance, he can determine appropriate investment opportunities.2. In the second meeting, he provides feedback and an overview on the client’s financial situation, including opportunities and appropriate strategies that may best suit the client’s goals.3. Thomas develops a financial strategy that takes into account the client’s current and future needs.4. He provides annual reviews with clients, consulting with the client to make appropriate adjustments and assisting in keeping the plan on track.Thomas is committed to building long-term partnerships with his clients and seeks to make himself readily available to his clients whenever they have a question or concern. For more information, call Thomas at (215) 536-7204 or email him at thomas.kelly@lpl.com.

Colmar, Pa, Us

Apollo Insurance Group is an independent Property and Casualty agency representing multiple carriers for home, auto and business insurance.Office phone: 215-237-9047Fax: 215-933-5239thomas.kelly@apolloinsurancegroup.comwww.apolloinsurancegroup.com

San Diego, Ca, Us

Thomas Kelly is an independent financial advisor with LPL Financial with more than 15 years of experience in the financial services industry. While he works with a diverse range of individuals and families, he specializes in serving the unique needs of pharmaceutical employees, seeking to help them maximize their employee benefits and plan for the future retirement.As an independent advisor supported by broker-dealer LPL Financial, Thomas has access to a robust mix of services and products. He puts his clients'​ needs first and is committed to helping them pursue their financial dreams. His mission is to provide each and every client with targeted advice and customized strategies that incorporate their entire financial picture.Based in Colmar, Pennsylvania, Thomas services clients in the greater Philadelphia area, including Lansdale, Doylestown, and Horsham. He frequently travels to his clients' homes or offices for their convenience. He is dedicated to building long-lasting relationships with clients and empowering them with the knowledge that may help them invest wisely and preserve their wealth as they approach and live in retirement.Thomas holds FINRA Series 6,7,63,and 66 securities registration through LPL Financial and is currently pursuing the Accredited Asset Management Specialist (SM) certification through the College of Financial Planning. To learn more about Thomas and his services, vistwww.thomaskelly-lplfinancial.com*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers.

Providence, Rhode Island, Us

Northbrook, Il, Us

San Francisco, California, Us