STRATEGIC PARTNERS

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 Pockell 2020

Alyssa E. Pockell, Esq.

Forman, Pockell & Associates, P.A.

Estate Planning & Probate Law

 

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Kurt Czarnowski

Czarnowski Consulting

Expert on Social Security

 

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David Merrigan, Esq.

Merrigan & Merrigan

Taxation, Wills & Estate Planning

 

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Camille Barron

Healthassist

Medicare & Health Insurance

 

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James A. Miller, Esq.

The Law Offices of James A. Miller, P.C.

Trust & Estate Planning Administration

 

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Jack Belles

Fairway Independent Mortgage Corporation

Conventional & Reverse Mortgage Financing