welcome to Jeff Kelly Financial llc
I operate primarly in the Berks County area, providing custom financial information through a personal touch. I can help you with a range of financial areas including retirement planning, retirement plan rollovers, life insurance, tax planning, etc.
This website will provide you with an overview of the services I offer and published tips from my newsletters. You may also use the contact form to ask me a question.
Client Quotes
"Jeff helped me increase my investment earnings, select life insurance, and assemble a retirement plan that allows me to follow the results, rather than agonizing over the weekly spikes in the stock market." - Mark Kiehl