Client Celebrations and Introduce a Friend

Client Celebrations

Kelly Financial Services hosts special client events throughout the year, simply because we enjoy celebrating them!



Pass It Forward

We offer our clients exceptional, concierge-style service. This means more than just one-on-one guidance and hands-on support for every client. It means we work closely with you to develop strategies to preserve and potentially increase your wealth and pass assets on to your loved ones. We value our relationship with you and the trust you place in us to help you reach your financial goals.

If you think a friend or family member could benefit from working with us, we have a Client Introduction Program that makes it easy for us to connect.

Simply provide us with their name and address, and we will send them a valuable package of information and invite them in for a complimentary visit. Then perhaps they, too, will have the opportunity to enjoy all that Kelly Financial has to offer, including retirement guidance, outstanding customer service and a path to financial security.

Please provide your friend or family member’s information below, so we can send them useful financial information.