Jim Kelly Incorporated

 

 

 Welcome to Jim Kelly Inc.

 

For the last 20 years, I have helped families plan for their futures by offering independent comprehensive financial consulting services. With expertise in finance, taxation, insurance and investments, I provide my clients a unique holistic approach to financial management.

 

What’s really different about me is that I don’t want to be all things to all people. That means I won’t work with just anyone. I want to be the Chief Financial Officer to some families who have the same values as I do  And I don't want to do that short term. To read more about my values, visit my Philosophy page.