Jim Kelly, Inc

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Jim Kelly, Inc

Basically, I do two things.
1.I solve immediate problems related to investment, insurance and tax
2. I am a long-term fee-based financial adviser

I am a tax professional and an independent financial adviser. I have series 7, 63 and 66 securities registrations which allow me to sell securities, including funds for retirement and college savings plans through my affiliation with Cetera Financial Services. I'm insurance licensed: Life insurance, annuities, disability, Long-term care. I offer fee-based advisory services for larger portfolios through my affiliation with Cetera Financial Advisers. Specialties: Retirement, Retirement Planning, Guaranteed Life Time Income, Life Insurance, Mutual Funds, Long Term Care Insurance, Disability Insurance, Annuities, Fee Based Money Management, College Funding 529 Plans, Taxation, Investments, Asset Allocation, 401(k), IRA, ROTH IRA, Asset Diversification, Section 1031 Tax-Deferred Exchanges, Tenant-In-Common Investments, Tenant-In-Common Securities, "Like-Kind" Exchanges of Real Property. I can see how it all fits together

I believe that financial consulting should be approached holistically, not just with investments but with the appropriate insurance coverage and knowledge of tax implications as well. Each of my clients has different needs, so I make sure their investment portfolios are well-suited for their particular situations. I believe that many people nearing or in retirement are taking on too much risk with their money. I work with clients to develop investment strategies that make sense for their individual goals and plans. My clients can explain what investments they have and why they have them. I believe that success is measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that is tailored to your specific situation and that will help you get where you want to go in life. Securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity

19/06/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

18/06/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

17/06/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

16/06/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

15/06/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

12/06/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

11/06/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

10/06/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

09/06/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

08/06/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Address

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00
Saturday	09:00 - 20:00
Sunday	08:00 - 21:00

Website

http://www.jimkellyinc.com/

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