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Welcome

For over 30 years, the Kelly Group has offered sound financial advice and service to help each individual, family and institution create, grow and preserve personal and professional wealth for each stage of their lives. Our team provides expert planning and a wide range of product solutions that adhere to the high standards of service and integrity. Our solutions include stocks, bonds, mutual funds, insurance, annuities and many others. We develop financial plans that focus on wealth accumulation and preservation as well as education, retirement, trust and estate planning. The investment strategy we utilize is simple and conservative. We help our clients accomplish their unique investment goals in a patient and prudent manner. With this strategy, we have built lasting relationships based on integrity, trust, and respect that have stretched across generations.

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