The Kelley Financial Group - Sewickley, Pennsylvania

The Kelley Financial Group: A Trusted Financial Partner

The Kelley Financial Group is a distinguished firm dedicated to providing comprehensive financial planning and investment services to individuals and families. Located at 1605 Carmody Ct #301, Sewickley, PA 15143, with a phone number of 25281920, and accessible via their website at thekelleyfinancialgroup.com, the group offers personalized solutions tailored to meet specific client needs. They have garnered a strong reputation for their client-centric approach and commitment to financial well-being.

\n

About The Kelley Financial Group

The Kelley Financial Group specializes in guiding clients through all aspects of their financial lives. Their services extend beyond simple investment management to encompass a holistic understanding of a client's financial goals, risk tolerance, and overall life circumstances. They operate with a philosophy centered around building long-term relationships, fostering trust, and proactively managing financial situations. The team’s expertise covers a broad spectrum of financial disciplines, enabling them to deliver nuanced and strategic advice. They prioritize understanding the unique challenges and aspirations of each client, ensuring that the financial plan aligns perfectly with their individual vision.

\n

Key Services Offered

The Kelley Financial Group provides a range of services designed to support clients at every stage of their financial journey. These include:

• Financial Planning: Developing customized financial plans that address long-term goals, such as retirement, education funding, and estate planning.
• Financial Consulting: Offering expert advice on a variety of financial matters, including investment strategies, tax planning, and insurance needs.
• Investment Services: Managing investment portfolios to help clients achieve their financial goals while considering their risk profile. This includes a wide selection of investment vehicles, such as stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Creating comprehensive retirement plans to ensure clients have adequate resources for a comfortable retirement.
• Estate Planning: Assisting clients in developing estate plans to protect their assets and ensure their wishes are carried out.

\n

Location and Accessibility

The Kelley Financial Group’s physical location at 1605 Carmody Ct #301, Sewickley, PA 15143, is easily accessible. The office features several key accessibility features, demonstrating a commitment to inclusivity. Wheelchair accessible entrance and wheelchair accessible parking are available, ensuring ease of access for all clients. Furthermore, a wheelchair accessible restroom is provided on-site. Appointments are recommended to allow for dedicated time and personalized attention. The firm’s dedication to accessibility extends beyond the physical location, with staff trained to accommodate diverse client needs.

\n

Client Feedback and Reputation

Based on numerous positive reviews, The Kelley Financial Group consistently receives high praise for its professionalism, expertise, and client service. The company boasts 29 reviews on Google My Business, consistently averaging a 4.9/5 rating. These reviews highlight the firm's dedication to building strong client relationships and providing truly tailored financial solutions. Clients frequently mention the team's personal interest in their situations and their ability to craft plans specifically designed for their families. Several testimonials emphasize the team’s unwavering commitment to executing the agreed-upon financial plan, demonstrating a level of dedication that sets them apart. It's clear that The Kelley Financial Group prioritizes client satisfaction and strives to exceed expectations. The consistent praise suggests a strong culture of accountability and a genuine desire to help clients achieve their financial aspirations.

\n

Contact Information and Scheduling

To schedule an appointment or learn more about The Kelley Financial Group’s services, prospective clients are encouraged to contact the firm directly. The phone number is 25281920. Alternatively, clients can visit the website at thekelleyfinancialgroup.com to explore their services and resources. It’s advisable to schedule an appointment in advance to ensure optimal service and personalized attention. The team understands the importance of timely communication and efficient service delivery.

\n",
"summary": "The Kelley Financial Group is a highly-rated financial planning firm dedicated to providing personalized financial solutions and investment services, emphasizing client relationships and accessibility.",
"keywords": ["financial planning", "investment services", "financial advisor", "retirement planning", "wealth management"],
"word_count": 968,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of The Kelley Financial Group

D P.

5/5

I just want to share my experience with Will Noah kevin and the rest of the team at Kelley Financial Group.
They have shown personal interest in our situation and taylor made a plan for our family. Their devotion to OUR plan is incredible. I would highly recommend anyone looking for financial advise.

Betsy B.

5/5

My family has had the pleasure of working with Will Ferguson for several years, and I can confidently say Will is truly exceptional. His genuine focus on building meaningful and trusted relationships with clients is clearly a priority and his values of transparency and honesty are at the core of his approach. There’s no hidden agendas or rushed advice—just clear, thoughtful guidance. After my father passed, Will was an invaluable source of support for me and my mother and crucial in helping us feel secure about our financial future. He continues to be a great partner.

I highly recommend Will Ferguson. He has truly earned my trust and respect.

Anne C.

5/5

Micah Kelley is outstanding! My husband and I recently switched our business to Kelley Financial and we couldn't be happier with our decision. Micah has already demonstrated to us why he has been recognized on the Forbes Top Next-Gen Wealth Advisors List. He and Dante took the time to truly understand our goals, and provided clear, actionable advice. They demonstrate a level of client service that is truly a step above. The Kelley Financial Group are fiduciary advisors; their focus is truly on how to best serve their clients. We highly recommend them to anyone looking for a top-notch financial advising firm.

Patrick M.

5/5

The Allianz Explore Retirement Solutions at Kelly Financialwas very informative. Lots of good information and Nate Schiff from Allianz was easy to understand and provided a great folder with information on retirement and Social Security and recommendations on “ having a plan”. The planning can be facilitated by Kelly Financial Group who I highly recommend for financial planning. Kevin Bires did a great job setting up the evening with great food as well.

Nisha C.

5/5

My husband and I were referred to Kelley Financial Group during a milestone year of a wedding, honeymoon, new house and new job. We are so relieved and happy we we found them. Davisson is professional, personable, proactive and helps educate us in a space that we often find daunting. Ever since we've started with him, we've felt much more confident in our financial decisions. We trust him and the rest of the team fully. We also love the small and personalized service we get - it truly feels like a family. We'd recommend the Kelly Financial Group to anyone!

Kathy H.

5/5

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.

Karin L. B.

5/5

Working with The Kelley Financial Group has provided me with peace of mind and great returns! We started working with them after our daughter was born on a recommendation from an existing client. We don't have time to do all of the research and work that it takes to make smart investment decisions, and with KFG, we don't have to. Davisson has answered our questions, helped us prepare for the future and made recommendations for investments we hadn't considered. We highly recommend them!

Heather C.

5/5

I am so pleased with my experience working with Will Ferguson. Will is extremely knowledgeable and an excellent communicator. It is clear that Will places top priority on client relationships, as he tailors each conversation and plan to my unique and changing needs. Will quickly gets back to me with any questions I have and explains things in ways that are easy to understand. I trust Will's advice and judgement and highly recommend him if your looking for someone to handle your financial matters.