Michael Kelley - LPL Registered Representative
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. I recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
Managed asset plans - for professional fee-based portfolio management through LPL Financial
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Municipal bonds - to help protect your hard-earned money from taxes
Corporate bonds - to provide a foundation for your portfolio
Treasury bonds and notes - to protect your hard-earned money from state and local taxes
Money market accounts - for convenience and liquidity
Keywords: financial advisor, registered investmenr adviser, managed assets, retirement planning, municipal bonds, corporate bonds, money markets