Our story starts in 1977, when Arthur Wright and Associates was established. In 1982 the firm was renamed Wright and Barnes Investments when Lynn Barnes, CFP?, joined Arthur, her father. Together, Lynn and Arthur developed a reputation for going above and beyond to help Schenectady County residents with all their financial and investment needs. In 2018, after 37 years as Wright and Barnes Investments, Lynn joined forces with Travis Kellman, MSFP, CFP?, CRPC?, EA, to create Kellman Barnes Financial Planning. This partnership ensured clients would have access to advisors for generations to come. Travis plays a key role in our organization. In addition to advising clients, Travis as President, sets the vision for the firm and ensures Kellman Barnes continues to live up to our core values of integrity, empathy, personal and professional development, having fun, people first, teamwork, keeping an open mind and providing agency. In 2020, Angela “Angie” DeZalia-Diacovo, joined the team as Kellman Barnes Financial Planning's Operations Specialist.?Angie ensures everything is running smoothly behind the scenes of Kellman Barnes. In 2022, Raymond “Ray” Zegger, CFP?, MBA, joined the team as a CERTIFIED FINANCIAL PLANNER??professional.?He officially became a Partner in 2023, so in addition to advising clients he also helps manage the direction of the firm.?Ray provides financial planning and investment advice to the firm's clients. By working with Ray, our clients will continue to receive the personal attention and sound financial advice they have grown to expect from Kellman Barnes.? In 2024, William "Billy" Barry, CFP?, MBA, joined the team as an Associate/CERTIFIED FINANCIAL PLANNER??professional.?Billy uses his knowledge and experience to support Travis and Ray and the firm's clients. Kellman Barnes Financial Planning has grown over the years to serve Schenectady County residents and beyond, including clients in almost all 50 states.?As of 12/31/2023, Kellman Barnes Financial Planning manages or administers over $200,000,000 in client assets.
Kellman Barnes Financial Planning
金融服务
Schenectady，New York 8 位关注者
CERTIFIED FINANCIAL PLANNER? professionals helping you retire confidently through comprehensive financial planning.
关于我们
Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years. We have a comprehensive financial planning process using cutting edge technology and strategies presented in an easy-to-understand way that allows our clients to confidently implement recommendations. We use evidence-based investing strategies managed by fiduciary advisors in our client's best interest. We have a proactive-high touch client service model designed to give our clients the highest probability of achieving their financial goals. Securities and investment advisory services offered through NEXT Financial Group, Inc.("NEXT"), Member FINRA/SIPC. Kellman Barnes Financial Planning is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.kellmanbarnes.com.
- 网站
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https://www.kellmanbarnes.com
Kellman Barnes Financial Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Schenectady，New York
- 类型
- 自有
- 创立
- 1977
地点
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获取路线
1473 Erie Blvd Ste 202
US，New York，Schenectady，12305
Kellman Barnes Financial Planning员工
动态
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The Kellman Barnes Team had a great day getting out of the office and working together with Habitat for Humanity of Schenectady County to give back to our community! With - Angela DeZalia-Diacovo William Barry, CFP?, MBA Raymond Zegger, CFP?, MBA Travis Kellman, MSFP, CFP?, CRPC?, EA
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President/CERTIFIED FINANCIAL PLANNER? professional at Kellman Barnes Financial Planning
With the recent market volatility, you might be concerned about your investments. Just a reminder that corrections and bear markets are a normal part of the market cycle, and volatility is the price long-term investors pay for higher expected returns. We are not even in a bear market at this point, but the ideas in the playbook attached can help you through times of volatility. Reach out if you have questions!
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Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
What Is My Current Net Worth?
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An ILIT could play a role in your estate strategy.
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Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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