Kelly Benefits, Financial Advisors & Risk Management |
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Joseph ScalcoRegistered Representative & Benefits Consultant
Phone: 410-349-3806
Joseph M. Scalco graduated from University of Maryland College Park with a BS degree in Business Administration in 1980. He spent over 20 years in the mortgage management and originations business in the State of Maryland. He became a licensed Life and Health Insurance and Registered Investment Representative with the Acacia Life Insurance Company in 2003. In 2005 he joined longtime friend Michael Kelly and Kelly Benefits Inc. and Kelly Financial Advisors. For the past six years Joseph has worked with all sized companies to develop worksite benefits packages that not only help meet employee expectations but conform to business owners budgetary constraints. He also has developed retirement plans that offer a complete array of investment choices and options to meet the needs of both employers and employees. His knowledge in retirement planning helps owners take full tax advantage of implemented plans. Working together we can assess the needs of individual employees and employers and help them maximize their goals through retirement planning. Whether business or individual, at Kelly Benefits Inc. & Kelly Financial Advisors we have the tools and experience to help you realize any goals for your business or family. Please contact me directly to set up an information session and evaluation of your personal or company needs.
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810 E. College Parkway Phone: 1-800-GET- 401K or 410-349-3806
mkelly@tfamail.com |
Securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and a Registered Investment Advisor. TFA is not affiliated with Kelly Financial Advisors, Kelly Benefits, Kelly Risk Management or the Kelly Companies. Non-security products and services are not offered through TFA. Kelly Financial Advisors, Inc. 810 E. College Parkway Annapolis, MD 21409 410-349-3806.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We are currently registered to sell securities in AZ, CA, DC, DE, FL, MD, NC, NH, NJ, PA, VA and WV.