Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Kelly is a financial advisor registered with the state of Connecticut and North Carolina. Michael has been a financial advisor for over 8 years and has a strong track record of providing high-quality financial advice to individuals and families. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA charterholder. Michael is currently employed by Reach Strategic Wealth LLC. Michael helps individuals and families develop and implement comprehensive financial plans. Reach Strategic Wealth LLC is a fee-only financial advisory firm that is committed to providing objective financial advice in the best interest of its clients. The firm specializes in providing financial planning services to individuals, families, and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/09/2025 - Present
Reach Strategic Wealth LLC (Madison CT)
Active
Inactive
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