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Reviews for Kelly Financial Planning
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Kelly Financial Planning
9435 Waterstone Blvd Suite 140-121, Cincinnati
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9435 Waterstone Blvd Suite 140-121, Cincinnati
Directions Call Website Suggest an Edit
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.
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.
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,