Reviews for The Kelly Group

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  • March 2024

    I've partnered with Rick at The Kelly Group for about 3 years now. I met him through my credit union during the lowest point in my life and because of Rick's influence and encouragement ended up in a place where I can not only support myself and my kids but grow my wealth.I will sing the praises of Rick and The Kelly Group until the cows come home. They're a wonderful wealth management team.

  • June 2023

    By far one of the best experiences I have had. The staff is amazing extremely friendly. Bryan was so helpful and knowledgeable. They were able to help me with everything in planning my finances. Definitely recommend them.

  • February 2021

    The Kelly Group continues to provide me with sound professional financial advise. Bryan, Chad and their team have eased my fears during these uncertain financial times. The Kelly Group has taken the time to speak to me personally and answer my question I have also taken advantage of the informative and educational webinars they host. I highly recommend The Kelly Group for their personal approach and incomparable business expertise.

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    The Kelly Group

    48 E Gordon St, Bel Air

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