Financial Planning

The Kelly Group

Helping you navigate the path to Financial Independence.

The Kelly Group is dedicated to one thing—being indispensable in helping our members make smart financial decisions through integrity, trust, and personalized service.

The most important step toward financial success is planning. We can help you prepare for your future today with a variety of borrowing and investment options from select financial partners. No matter what your needs are, we can help you reach sustained financial growth through diligence and patience.

Call 410-893-0560 for more details or to set up an appointment with an advisor, visit www.kellyria.com.

Cecil County School Employees’ Federal Credit Union regulated by NCUA. The Kelly Group is a trade name of Kelly Financial Group, LLC. Kelly Financial Group, LLC is a registered investment adviser with the Securities & Exchange Commission (“SEC”). Registration of an Investment Adviser does not constitute an endorsement of the firm by the SEC, nor does it imply any level of skill or training.

 Cecil County School Employees’ Federal Credit Union (“CCSEFCU”) and The Kelly Group are not affiliated in any way. The financial planning services referenced by CCSEFCU through The Kelly Group is a joint marketing arrangement. CCSEFCO is compensated for referrals to The Kelly Group. Due to such compensation, there is a material conflict of interest and incentive for CCSEFCU to recommend The Kelly Group.  For further information about The Kelly Group and its services, please read its Relationship Summary (“Form CRS”) and Brochure (“ADV”), which are available at www.kellyria.com or on the SEC’s website at www.adviserinfo.sec.gov, or upon request to info@kellyria.com or 800.999.8609.

 Investments recommended by The Kelly Group are not deposits or any type of obligation of the CCSEFCU, are not guaranteed by CCSEFCU, are not insured by the FDIC  and involve investment risk including the possible loss of principal.

Financial Planning