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The Coronavirus and Your Planning

The Kelly Group | Mar 10, 2020

At a time when we are being inundated with information about the Wuhan coronavirus and its effects on world economies and markets, I thought you might be curious about The Kelly Group’s take on all of this from an investment standpoint. Actually, if you’re a long-time client, you can probably already guess what I’m basically going to say. Read more…

Kelly Group

Welcome to Our Firm

We are a Bel Air, Maryland-based financial services firm, founded in 1997, with a culture of stewardship and a commitment to community.

At The Kelly Group we look beyond the numbers, seeking holistic approaches in helping our clients make smart financial decisions.

At The Kelly Group we look beyond the numbers, seeking a holistic approach in helping our clients make smart financial decisions.

OUR PHILOSOPHY

What We Believe

Nothing is more important than family and community. We believe that by providing objective, caring, and wise guidance to our clients, we are helping families to achieve their life’s dreams and our community to prosper.

OUR SERVICES

Wealth Management – For Every Branch of Life

Using the caring, attentive values of “Norman Rockwell” small town doctor of old, we provide holistic financial planning and wealth management services to our clients.

RETIREMENT
PLANNING

 

CAPITAL
MANAGEMENT

 

FINANCIAL
PLANNING

 

ESTATE &
ELDER CARE PLANNING

 

RISK
MANAGEMENT

 

OTHER SERVICES

 

Retirement Planning

“Wealth is the ability to fully experience life.”  Henry David Thoreau

The Kelly Group places the goal of a financially successful and fulfilling retirement front and center, whatever the client’s stage of life.

OUR CULTURE

The Kelly Group is Committed to

  • Developing deep and meaningful client relationships reminiscent of those special relationships the best small-town doctors once formed with their patients;
  • Delivering state-of-the-art service;
  • Listening to our clients as they communicate their wants, needs, and fears; and
  • Providing unwavering support to our community.
OUR HAPPENINGS

Recent News

A Letter to Our Clients & Our Community

A Letter to Our Clients & Our Community

Dear Neighbors, Friends, and Fellow Citizens of Harford County: Please allow me to offer reassuring words during difficult times. I am blessed to be in dual stewardship positions that offer a bird’s eye view of the battles being waged against the coronavirus in both...

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Working Remote

Working Remote

Dear Clients and Friends of The Kelly Group: Under the current circumstances created by the coronavirus, The Kelly Group is focusing on two primary goals: To protect the physical welfare of our clients, our Team members, and our community, and To continue to provide...

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A Letter to Our Clients & Our Community

Coronavirus: Panic 2020

Just a quick follow up to the commentary we sent you a few days ago. Today – March 9 – is the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is to me a thing of the most wonderful irony that the world has...

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CONTACT US

Connect with The Kelly Group

ADDRESS

48-54 East Gordon
Bel Air, Maryland 21014

PHONE

410-893-0560 or 800-999-8609
(Fax) 410-838-3287

EMAIL

Email Us

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