Investing

top of page

Client Login
Schedule Meeting
Blog
More

Use tab to navigate through the menu items.

Services
Resources
Meet Your Team
Contact

(412) 528-1920

View All
Retirement
Investing
Mutual Funds
401k
IRA
Student Loans
Credit Score
Definitions
Tax
Stocks

Apr 30, 20218 min read

What Is the Rule of 70?

Apr 30, 20217 min read

How To Invest 10 Million Dollars

Apr 30, 20218 min read

Investing 500k

Apr 30, 202111 min read

How to Invest 200k

Apr 30, 20218 min read

In-Kind Transfer: What It Is and How to Do It Correctly

Apr 30, 202111 min read

How Old Do You Have To Be To Invest In Stocks?

Apr 30, 20218 min read

Accessible Income: What It Is and How It's Used

Jan 25, 20203 min read

Who Will Take over Your Business? 5 Tips for Business Succession Planning

Oct 8, 20194 min read

Save for Retirement Now: 9 Helpful Tips for 401k Investing

Oct 2, 20195 min read

12 Retirement Investment Blunders to Avoid

Aug 28, 20193 min read

Your Guide to Hiring a Financial Advisor In Pittsburgh

LPL's 2024 Outlook

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

Disclosures

Form CRS - Stratos Wealth Partners

Form CRS - LPL Financial

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

bottom of page