Kelly Financial Group LLC
Kelly Financial Group LLC is a wealth management and investment advisory firm headquartered in Wethersfield, Connecticut. Founded in 1995, the firm offers comprehensive financial planning, retirement planning, estate planning, and investment management solutions primarily to individuals and families. The organization works with over 1000 clients, employs 11 staff members, and is focused on delivering integrity-based, disciplined investment advice to help clients pursue their financial goals and prepare for retirement. Kelly Financial Group serves mainly U.S. persons, particularly hard-working families, and high net worth individuals.
Investment Strategy
Kelly Financial Group LLC utilizes a customized, comprehensive planning process that combines retirement, tax, estate, and investment strategies. The firm employs a disciplined planning approach tailored to each client’s unique circumstances. Their investment philosophy emphasizes income planning, broad asset diversification, and ongoing evaluation. Regular portfolio reviews and educational workshops are central to their practice, helping clients understand their choices and retire with confidence. Their holdings reflect diversification among ETFs and mutual funds across equities and fixed income, with a net buying focus and systematic rebalancing.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBUS | J P MORGAN EXCHANGE TRADED F | 15.85% | $59.8M | 495,230 | $106.35 | $120.66 | +$5.3M |
B BBIN | J P MORGAN EXCHANGE TRADED F | 9.80% | $36.9M | 526,695 | $58.52 | $70.13 | +$2.9M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 7.66% | $28.9M | 607,094 | $46.32 | $47.55 | +$2.9M |
L LDUR | PIMCO ETF TR | 6.80% | $25.6M | 266,660 | $95.21 | $96.15 | +$1.7M |
I IWF | ISHARES TR | 5.55% | $20.9M | 44,642 | $400.12 | $468.41 | +$1.6M |