Client Survey

We care about you.

When my late-husband Bill Kelly and I founded Kelly Financial Services, LLC, we endeavored to help you navigate your retirement by providing solutions to your problems. Today, I am asking you to help us. By helping us we, in turn, will actually be helping you.

To better ensure that we are able to assist you in reaching your retirement goals and improve our service delivery to you, I would personally appreciate your completing this important survey and return it back to me. The more we can learn about you the better we can serve you and make an impact. Even more, we also want to know how our team can better meet your needs.

This survey should only take 10-15 minutes of your valuable time. And we would be grateful for your responses to let us know how we are doing and how we can improve moving forward.

Thank you and God bless!

Kelly Kelly Signature

Kelly Kelly

President and Chief Executive Officer