About The Kelley Financial Group
The Kelley Financial Group is a financial services firm located in the Pittsburgh, PA area, recognized for its personable and knowledgeable staff. Clients are warmly welcomed, creating a comfortable atmosphere where refreshments are offered upon arrival. The firm specializes in financial planning, retirement planning, and wealth management, providing customized strategies that cater to individual needs and goals. A standout advisor at Kelley Financial Group is Micah Kelley, who has received high praise from clients for his expertise and exceptional client service. He, along with his team, takes the time to understand clients' goals and offers clear, actionable advice. Clients appreciate the personal interest shown in their situations and the tailored plans developed for their families. The firm's approach emphasizes education and empowerment, with advisors explaining complex financial concepts in an easy-to-understand manner. This helps clients make informed decisions about their financial futures. Many clients have noted positive outcomes, including strong portfolio performance 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, they are highly recommended for anyone looking for financial advice.
I have been working with the team over at The Kelley Financial Group for years. They are all super helpful, and answer all my questions. It’s a great relief knowing they have my best interest at heart because this type of thing is out of my comfort zone. I’ve referred the team to my friends and family over the years.
I’m not wealthy or able to invest millions, but I am always treated like my investments are just as important at Kelley Financial. Jonathan in particular is always so incredibly knowledgeable, patient and kind. I appreciate his willingness to explore options with me, provide explanations without jargon, and make investing in my retirement accessible. Not to mention this year being a great year on returns due to their stewardship! Thank you for your care and stellar professionalism. Highly recommend!
William Ferguson and Noah Ferguson go above and beyond the call of duty. I am extremely impressed with the level of customer service and personal attention I have received with my financial planning. Their professionalism and commitment to keeping me informed have made this experience smooth, reassuring, and truly outstanding!