Reviews for The Kelley Financial Group

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  • Aug 2024

    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.

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From The Kelley Financial Group

The Kelley Financial Group is a financial services firm in the Pittsburgh, PA area. We are a team of experienced financial planners near Pittsburgh that offer financial planning, financial consulting, retirement planning, and more. Our financial advisors in Pittsburgh help clients pursue their financial goals and help make their lives more financially efficient. To do this, we utilize comprehensive wealth management tools and financial planning strategies that are customized to the individual’s needs and goals.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

The Kelley Financial Group

1605 Carmody Ct #301, Sewickley

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