Reviews for Kelly Financial Planning

Feb 2024

My partner and I experienced Mike as knowledgeable, professional, supportive and accessible.Mike has a deeply caring professional manner who keeps things simple. We find Mike trustworthy and easy to work with. We have been enriched by Mike, financially and personally.
Jan 2024

Meeting with Mike provided us with affirmation on the things we were doing well and gave us direction in the areas we needed to develop. It was a relief to know where we stood financially and to have confidence in what steps to take next! When our lives have shifted, it’s been great to have Mike to check in with to ensure the decisions we make keep us on track.
Jan 2024

My wife Heidi and I have been working with Mike for a while now and has been incredibly helpful and valuable from multiple angles!… We look forward to continue working with you Mike to accomplish our financial planning and life goals…. Thanks again,

From Kelly Financial Planning

Kelly Financial Planning takes a life planning approach to address your financial picture. Mike Kelly, CFP® works with individuals, families and business owners across all chapters of life – from those just beginning their careers to pre-retirees. You and he will begin by carving out your goals, everyday needs and future life vision. By understanding where you are now and where you’d like to be, together you’ll build solutions customized to you and your life. Without any conflict of interest from third parties, his advice is objective, transparent and always in your best interest. The firm is a Garrett Planning Network member and provides advice on an hourly, as needed basis to people regardless of net worth or level of income.

Hours

Monday: ClosedTuesday: 12:30 - 5:30PM
Wednesday: 12:30 - 7:30PM
Thursday: 12:30 - 5:30PM
Friday: ClosedSaturday: ClosedSunday: Closed

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Ratings

Google: 5/5