Broker Check
<strong>We Work For You</strong>

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Learn more
<b>Understanding Today&#8217;s Financial Environment</b>

Understanding Today’s Financial Environment

Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717-774-7536.

Learn more

Already A Client?

Click here to access the Secure File Portal.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

Where's My Refund?

Click here to find out more about your refund status.

Our Team

Our Team

Our professionals are ready to evaluate and support all your potential investments.

Learn more
About Us

About Us

Years of experience have prepared us to guide you through life's transitions.

Learn more
Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Have a Question?

Thank you!
Oops!

Get to Know the Team