I am a CFP so I help clients look at their big picture in order to either plan their retirement or live the retirement that they want to enjoy.
I run daily and enjoy time with my wife and playing with our two grandsons.
I'm Most Proud Of: My ability to relate to my clients and empathize with them on the twists and turns that real life can throw at you and detour your plans.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Kevin Kelly is associated with the The Empire State Agency Office, 5786 Widewaters Pkwy, Dewitt, NY, 13214-1844, Managing Director: Brett Vanantwerp, Phone: 315-446-1515. Kevin Kelly offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Kevin Kelly offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.