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Welcome to Kelly Group Insurance & Financial Services
Please feel free to explore this site to gain better understanding of my firm and how I help my clients plan for and meet their financial goals.
If you have come looking for an investment manager to manage your company`s retirement or pension plans, you have come to the right place. If you are a successful individual or business looking for a financial counselor, you to are in the right place. My firm's purpose is to create and preserve well being for both businesses and individuals.
After talking to me, you will know you have been heard. I begin by determining your financial and personal goals. We will create a plan that will help you achieve your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth. My goal is to create a financial solution and provide an extraordinary amount of personal service.
I invite you to use the Contact tools on the left-hand menu to ask any questions. Let me know if there is any other information you would like to see on this site.
Thanks for stopping in. I appreciate your visit.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Becoming a client with us is as easy as it is rewarding.
Minimum 20 minutes delayed. Terms
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Kelly Group Insurance & Financial Services
6914 S. 3000 East Suite 204
6914 S. 3000 East Suite 204,Salt Lake City,UT84121
Phone:801-942-6563Fax:801-942-7550Email:kwade@sammonsrep.com
Investment Advice and Securities offered through Sammons Securities Company, LLC. Member FINRA & SIPC.
The Roxburgh Real Estate Group is dedicated to serving our customers at the deepest level possible while honoring our values of Loyalty, Integrity and Respect.