Kelly Financial Services, LLC, applies a consultative approach in providing custom solutions for our clients. We are fortunate to work with a number of financial professionals who assist us in meeting the ever-growing and ever-complex needs of those who are in, and those who are approaching, retirement. We have developed long-standing relationships with the following individuals who understand the value, power and success of our client-centric collaborations.
Alyssa E. Pockell, Esq.
Forman, Pockell & Associates, P.A.
Estate Planning & Probate Law
Expert on Social Security
David Merrigan, Esq.
Merrigan & Merrigan
Taxation, Wills & Estate Planning
Medicare & Health Insurance
James A. Miller, Esq.
The Law Offices of James A. Miller, P.C.
Trust & Estate Planning Administration
Fairway Independent Mortgage Corporation
Conventional & Reverse Mortgage Financing