Kelly Benefits, Financial Advisors & Risk Management |
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Mike KellyPresident
Phone: 410-349-3806
Mike Kelly graduated from Salisbury University with a BS degree in Business Administration in 1982. After spending 14 years in the Entertainment Business in Los Angeles, Mike got licensed with National Life of Vermont. On St. Patrick’s Day 1999, Mike officially opened Kelly Benefits in Annapolis Maryland where he returned to raise his family. For the past ten years, Mike has concentrated on helping companies navigate the different options available to them regarding their employee benefits and retirement planning needs. Mike has spoken across the country regarding qualified retirement plans and is highly regarded for his ability to make these plans seem-less and easy to operate while focusing on plan design and financial advice to each employee on a one on one basis. Employees find it extremely helpful to have one person to talk to regarding their health insurance, disability insurance, retirement planning, and individual investing needs. This is what sets us apart. Mike in an Investment Advisor with TFA who works hard on keeping his client focused on the long term to help them realize their financial goals. As the father of five school aged children there is never a dull moment and Mike continues to strive to stay on top of both regulatory changes and new product introduction to help his clients be clear about their options. Feel free to contact me directly to set up a meeting to discuss new products and your future.
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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.