The Kelly-Keenan Investment Group acts as a Financial Concierge – handling all aspects of the financial journey with our clients. A family team with over 45 years combined experience, we provide a fresh approach to client service and financial management.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
We provide solutions for clients on issues such as:
- What do I need to retire without worry?
- How much income can I take from my portfolio?
- How can I best organize my estate to leave a legacy for my family?
- What are the best ways to fund education for my family members?
- Where does insurance fit in protecting my assets from tax