Financial Planning

The Kelly Group @ CCSEFCU

Helping you navigate the path to Financial Independence.

The Kelly Group @ CCSEFCU 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 for more details or to set up an appointment with an advisor, or visit the center.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Kelly Group and Cambridge are not affiliated.

Financial Planning