Reviews for The Kelley Financial Group
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Hours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5The Kelley Financial Group
1605 Carmody Ct #301, Sewickley
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The Kelley Financial Group is a financial services firm located in the Pittsburgh, PA area, known for its personable and knowledgeable staff. Clients are warmly welcomed and offered refreshments upon arrival, creating a comfortable atmosphere. The firm specializes in financial planning, retirement planning, and wealth management, providing customized strategies tailored to individual needs and goals. One standout financial advisor at Kelley Financial Group is Will Ferguson, who has earned high praise from clients for his friendly demeanor, expertise, and proactive communication. He has successfully guided clients through various retirement processes, including Social Security applications and the organization of retirement accounts. Clients appreciate his ability to listen to their needs and fears, ensuring that he acts in their best interests. The firm's approach emphasizes education and empowerment, with advisors taking the time to explain complex financial concepts clearly. This helps clients make informed decisions about their financial futures. Many clients have experienced positive outcomes, noting that their portfolios performed well even during market downturns. Overall, The Kelley Financial Group is a trusted partner for individuals seeking financial guidance, with a commitment to client satisfaction and long-term success.