The Kelley Financial Group

The Kelley Financial Group is a financial planner in Pittsburgh, PA. The firm provides investment and financial planning services to clients, specializing in retirement planning, estate planning, investments, and tax planning. Their professional services also include wealth management, elder care and insurance, small business retirement, and education investment. The firm holds a 5.00 rating.

The team at The Kelley Financial Group consists of experienced advisors, including Certified Financial Planners, Chartered Retirement Planning Counselors, and Accredited Investment Fiduciaries, bringing over 80 years of combined experience to their practice. As fiduciary advisors, they provide advice aligned with client interests without relying on sales commissions. The firm operates as a fee-based practice where fees are based on the value of managed assets, and they are licensed in 38 states. Their approach focuses on developing tailored strategies through trust and collaboration, continuously monitoring markets and portfolios to help clients make educated long-term decisions.

The business maintains thorough, well-documented information online and features a well-optimized website that is easy for AI-powered search tools to find and understand.

The Kelley Financial Group provides dedicated financial planning and wealth management services to individuals and small businesses throughout Pittsburgh and across 38 states.

Services:

• Estate Planning
• Investments and Tax Planning
• Retirement Planning
• Small Business Retirement Solutions
• Succession Planning