Kelley Financial Planning
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
27366 Center Ridge Rd, Westlake, Ohio, 4...Phone Number
(330) 990-8895Website
www.fee-onlyadvisor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kelley Financial Planning
Michael Kelley, a fee-only Certified Financial Planner, specializes in financial planning and investment management for clients nearing and entering retirement. As the Vice President and Co-Owner of Cornerstone Wealth Management in Westlake, OH, Mike, along with his team of CFPs and CPAs, offers comprehensive financial planning, retirement planning, and ongoing investment management services to clients locally and nationwide.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Kelley Financial Planning
<$5M
1-10
Private
-
2018
N/A
Company Profile Activity
Activity Insights
Kelley Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Kelley Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kelley Financial Planning.
Kelley Financial Planning Tech Stack
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Michael Kelley, a fee-only Certified Financial Planner, specializes in financial planning and investment management for clients nearing and entering retirement. As the Vice President and Co-Owner of Cornerstone Wealth Management in Westlake, OH, Mike, along with his team of CFPs and CPAs, offers comprehensive financial planning, retirement planning... Read More
