Kelly Benefits

Kelly Insurance Investments Inc. and Kelly Financial Advisors LLC are established boutique firms based in Annapolis, MD, specializing in private wealth management, employee benefits, risk management, and corporate retirement plans. They cater to high-net-worth individuals and corporate executives, offering a comprehensive range of financial services designed to support clients in achieving their personal and business financial goals.

With a team-based approach, Kelly Financial Advisors emphasizes the importance of sound financial planning and ongoing professional assistance, ensuring their clients have the strategies needed to develop and sustain wealth over generations. Their commitment to understanding the diverse needs of business owners, affluent individuals, and millennials reflects their results-driven culture and dedication to long-term financial success.

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