William S. Kelly, CPA, CFP Financial advisor helping families, business owners and public servants build confidence in their financial future. Former law enforcement sergeant focused on trust, guidance and long-term planning. At Group Benefit Strategies, we help our clients find the best possible insurance benefit solutions to fit their needs - but it doesn't stop there. We also provide the knowledge and experience that business owners need to stay ahead of the curve. Fee-based financial planning firm serving clients virtually across the U.S. We help individuals and families build wealth, plan for retirement, and achieve lasting financial confidence
The Kelly Group
William S. Kelly, CPA, CFP
Bryan E. Kelly, CFP
Chuck Wienckowski, CPA/PFS, AEP
Jodi Davis, Financial Advisor
Charles Wolpoff, CFP,JD, LL.M
Chad Arrington, CFP
Bryan E. Kelly, CFP
Chuck Wienckowski, CPA/PFS, AEP
Jodi Davis, Financial Advisor
Charles Wolpoff, CFP,JD, LL.M
Chad Arrington, CFP
Paul Applegate - Financial Advisor Edward Jones
Financial advisor helping families, business owners and public servants build confidence in their financial future. Former law enforcement sergeant focused on trust, guidance and long-term planning.
Group Benefit Strategies, LLC
At Group Benefit Strategies, we help our clients find the best possible insurance benefit solutions to fit their needs - but it doesn't stop there. We also provide the knowledge and experience that business owners need to stay ahead of the curve.
Chesapeake Financial Planners
Fee-based financial planning firm serving clients virtually across the U.S. We help individuals and families build wealth, plan for retirement, and achieve lasting financial confidence
