Reviews for The Kelley Financial Group

Add your comment
  • May 2024

    Very personable staff. We were greeted at the door and immediately asked who were there to see and if we wanted anything to drink. Who does that today?? We only waited a few minutes before we were met by our financial advisor, Will Ferguson. He is the best! Always in a good mood and smiling. He’s very knowledgeable, easy to talk with and makes you feel comfortable. We wouldn’t trust anyone else with our future.

  • May 2024

    Will Ferguson has been our financial advisor since we retired in 2018. We had a variety of retirement and saving funds that were not coordinated. He guided us through the processes of applying for Social Security, setting up the TIAA/CREF lifetime income account, organizing our IRAs, 401K, ESOP stock and annuities into a coordinated plan. Throughout this process and continuing over the years, Will clearly understood our needs, fears and hopes. We recognized that he was acting in our best interests and providing us a financial path that brought security. In the early days, there were many email exchanges and in person meetings where Will helped us understand the financial... read full review

  • March 2024

    I was referred to Kelley Financial Group by a trusted friend and colleague and I couldn’t be happier with the level of service and investment strategies that are tailored to my individual investment goals.

  • Book an Appointment Online

    The Kelley Financial Group

    1605 Carmody Ct #301, Sewickley

    Directions Call Website Suggest an Edit