"We built our firm on integrity and trust. We help you pursue 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 - Founder
Our 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.
Through our program we donate large sums of money to many schools, churches and sports programs.
Kelly Financial Group
serves as the central figure to strategically manage financial wealth.
Kelly Financial Group Wealth and Tax Planning
190 Sierra Court Suite B-3, Palmdale, CA 93550 Phone: 661-273-9005
We provide a comprehensive approach to financial Planning, taxes are a major part of that approach.
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 and tax planning process that is designed to minimize risk. We take a conservative approach to help you live comfortably today and protect your legacy for the future.
Additionally our team consists of legal and tax advisers who work closely with our client to effectively implement a comprehensive approach to wealth management.
We specialize in:
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. Investment advisory services offered through SCF Investment Advisors Inc. SCF Securities, Inc. and Kelly Financial Group are independently owned and operated.
Neither Michael Kelly, Arland Kelly nor 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.
Securities offerings limited to residents of CA