Michael Kelly

Founder @Kelly Financial Group Wealth And Tax Planning

CA

Kelly Financial Group was founded by Michael Kelly in 1995. With a background in consumer finance and venture capital, he founded a company that would help Families and Businesses with the complexities of financial strategies. When you and your family partner with our team, you receive a customized plan that extends beyond the allocation of your assets. We have a disciplined wealth, tax planning and investment process that is designed to optimize returns while minimizing risk. We take a conservative approach to help you live comfortably today and protect your legacy for the future.\"We built our firm on integrity and trust. We help you identify your goals with tailored solutions that meet your needs. We are accountable to our clients We say what we do, and we do what we say.\"Michael L. Kelly - FounderOur four step process during which you and our team work together to create a plan that is designed to identify your goals and help you pursue your dreams.42•••10th Street West Lancaster, CA 93550 Phone: 66••••••05 Tax PreparationWe provide a comprehensive approach to Financial Planning, taxes are a major part of that Michael Kelly or SCF Securities offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.

Suffolk University

BSBA, Accounting and Business/Management