Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC Management Team
Contact top employees from
Kelly Insurance & Investments, Inc. |...
Summary
Complete Reliable Solutions
At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since 1999. Most of our clients are individuals and companies w...Show more
Industries
Investment Management
Headquarters Location
Employees Size
1-10 employees
Specialties
Family Protection, Wealth Accumulation Strategies, Business Continuation Planning, Tax-Qualified Retirement Plans, Executive Benefit Planning, Employee Benefit Products
Founded
1999
Contact Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC
Organization Website
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Kelly Insurance & Investments, Inc. |...
Zachary Furshman
Wealth Management Director
Mike Kelly
President | CEO
Mike Kelly
EVP | COO
Kristen Gukanovich
Benefit Services Director
McKenna Kelly
Operations Associate
Bryan Wasserman
Financial Advisor
Andy Kelly
Junior Associate
Tracy Ireland
Client Services Manager
Amanda Kelly
Operations Associate
Nicholas schmitt
Senior P&C Advisor
David Read
Retirement Services Director
Mike Kelly
VP | COO
Zachary Furshman
Vice President of Operations
