Reviews for The Kelly Group

Write a review

Mar 2024
I've partnered with Rick at The Kelly Group for about 3 years now. I met him through my credit union during the lowest point in my life and because of Rick's influence and encouragement ended up in a place where I can not only support myself and my kids but grow my wealth.I will sing the praises of Rick and The Kelly Group until the cows come home. They're a wonderful wealth management team.
Jun 2023
By far one of the best experiences I have had. The staff is amazing extremely friendly. Bryan was so helpful and knowledgeable. They were able to help me with everything in planning my finances. Definitely recommend them.
Feb 2021
The Kelly Group continues to provide me with sound professional financial advise. Bryan, Chad and their team have eased my fears during these uncertain financial times. The Kelly Group has taken the time to speak to me personally and answer my question I have also taken advantage of the informative and educational webinars they host. I highly recommend The Kelly Group for their personal approach and incomparable business expertise.

More Reviews

Photos

Add a Photo

View All Photos

From The Kelly Group

Based in Bel Air, Maryland, The Kelly Group offers financial planning and wealth management for families, retirees, and business owners. We provide tailored investment strategies, together with clear and practical financial planning advice for every stage of life, including retirement, estate planning, college planning, business succession planning, and guidance on federal benefits.