400 Bridge Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Enrolled Agent/Tax Consultant & Investment Planner
Frank H. Kelly, EA began his practice in taxation in January 1981. Over the next several years, Frank added accounting and payroll services to the practice (continues ...)
Karen is responsible for the smooth running of the office from appointments for taxes, investments, IRS resolutions issues and investments (continues ...)
Payroll and Bookkeeping
Laura is responsible for the Bookkeeping and Payroll function of the Clients of Kelly Financial Services, Inc. Laura has been on the Staff of Kelly Financial Services, Inc. since October 1, 2007 (continues ...)
Investment Planner and Tax Consultant
Patrick joined Kelly Financial Services, Inc. in 2014. He has 20+ years’ experience as a tax professional with multiple firms, and 18+ years’ experience as an investment professional, all with Avantax Investment ServicesSM...
Tax and Investment Assistant
Ashley is responsible for the setting of appointments for taxes, investments, IRS resolutions issues, and investments. Ashley is the Tax and Investment Assistant for our office. Before joining our staff full-time in the summer of 2015,...
The boys have been with us since October 2016. They are “brothers” from the same litter. Macalan (black) and Guinness (chocolate) both are very friendly. They will greet you upon arrival and say goodbye to you when you...