Kate Kelley
CERTIFIED FINANCIAL PLANNER™
- Role
- Authorized Representative at Avma Insurance Services
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Kate Kelley
I offer comprehensive financial needs analysis along with a team of experienced professionals specializing in:Retirement analysis and programsInsurance strategiesInvestment strategiesEstate strategiesLong-term care insurance solutionsExecutive retirement strategiesEmployee benefit and retention servicesBusiness continuation strategiesI am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. CA (#41•••68) I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Registered Branch Address:413 Washington StreetToledo, OH 43••••••••54Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Premise Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Premise Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Experience
Authorized Representative
Oct 2015 — Present · OH, US
Authorized AVMA LIFE Representative- Ohio State University College of Veterinary Medicine- St. George\'s University - School of Veterinary Medicine
Education
Salisbury University - Perdue School of Business
BS, International Business
1992 — 1996
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