Your Financial Ally: Rooted in Harford County, Serving Communities Nationwide
With deep family roots in the Maryland agriculture community, we understand the ebbs and flows life can bring. The Kelly Group was founded as an uncle-and-nephew team in 1997 to build a better community by helping people “get a leg up.” We have been serving families, farms and business owners like yours for over 25 years.
Establishing Trusted Connections Through Dedicated Financial Planning
As a committed financial adviser, we build meaningful relationships so we can help guide and grow generations. Like the Norman Rockwell town doctor, we have been caring about and for families like yours for decades. We believe that by establishing trusted, lasting connections through reliable financial advice, we can help instill confidence in meeting your goals through the generations.
Through mutual respect, engaged collaboration and an unwavering commitment to you and your family to achieve your financial goals, we aim to provide clarity on financial matters and ultimately peace of mind throughout your life.
We Empower Your Financial Journey
We Believe: The Kelly Group’s core values and unique approach to financial planning
Our Solutions
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We base our recommendations on your aspirations, aligning financial decisions with where you want to go and what you want to achieve.
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Our approach to financial advice considers the big picture and the small details, providing holistic guidance that covers every step of the journey.
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With an eye toward a secure future and a lasting legacy, we help you navigate financial decisions that support your long-term goals.
Our Approach
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We work hand in hand to enrich your life through personalized financial strategies, fostering a partnership that helps empower you to make informed decisions.
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We provide financial advice that takes into account all facets of your life.
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Our advice and investment strategies are in sync with your goals, so every decision is made in your best interest.
Our Values
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Offering more than just financial advice, we provide a helping hand, a receptive ear and meaningful advice to navigate life’s challenges.
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True to ourselves and to you, we prioritize integrity and accountability in all our interactions.
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Building connections to foster strong futures, we are dedicated to supporting and uplifting the Maryland communities we serve through active partnerships.
The Kelly Group’s Advantage in Bel Air and Beyond
We offer a distinct approach to financial planning that sets us apart. Our process applies insights from behavioral finance coaching to help you navigate the complex financial landscape.
We are literally part of the neighborhood. We’re embedded in the Harford County community, working in a restored, historical home just around the block from you.
A Trusted Resource for Local Banks and Credit Unions
Our clients count on us for dependable financial advice, and we are proud to be a trusted financial planning resource for Harford Bank, Freedom Federal Credit Union and Cecil County Credit Union.
