Today, we honor the legacy of Dr. Martin Luther King Jr. His unwavering dedication to justice, equality and civil rights remains an inspiration to us all. Please join us in celebrating Dr. King's life and impactful work so that we may continue to keep his dream alive. #MLKDay #CivilRights #Equality #KellyBenefitsAdvisory
关于我们
Kelly Benefits Advisory is an independent financial services firm with a comprehensive understanding of retirement plans and group benefit programs. We are specialists who can help you design a retirement plan that suits your company’s culture and your workforce’s needs while seeking to maintain the highest fiduciary standards. We work with our clients to truly understand their vision and set goals for their retirement plan. We assist in designing an effective plan that helps fulfill your objectives and offers robust education to you and your employees. We are diligent in our monitoring of your plan as well as changes in your organization, and we continually refine accordingly. Our services include: ? Plan Design Assistance and Investment Consulting ? Compliance and Fiduciary Education ? Administrative Support Services ? Financial Wellness Program and Participant Education Our goal is to serve both you and your employees, as our mission is for your employees to retire on time and with dignity. If we can accomplish this while simultaneously helping you consistently offer an efficient and effective retirement program, then we consider the job well done. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Compliance Disclaimer – Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba Kelly Benefits Advisory, an SEC registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For hyperlinks to FINRA and SIPC, please refer to website section above.
- 网站
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https://www.kellybenefitsadvisory.com
Kelly Benefits Advisory的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 类型
- 私人持股
- 创立
- 2011
Kelly Benefits Advisory员工
动态
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Happy New Year! We will be closed on Wednesday, January 1 in observance of the New Year’s Day holiday. Wishing you and your loved ones many blessings in 2025! #KellyBenefitsAdvisory #welcome2025 #happynewyear #happynewyear2025
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We will be closed for the Christmas holiday on Tuesday, December 24 and Wednesday, December 25 to spend time with our families and friends. We wish everyone a Merry Christmas and Happy Holidays! #KellyBenefitsAdvisory #MerryChristmas #HappyHolidays
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Ready for a change or looking to optimize your plan provider? Kelly Benefits Advisory is here to help! We assist in the vendor selection process, handling custom RFPs, analyzing responses, and providing easy-to-read executive summaries. Trust our knowledge and experience to match the right vendors to your needs, negotiate contract details, and implement your plan. Your satisfaction is our priority! https://lnkd.in/egpeNnGB #VendorSelection #RFPProcess #KellyBenefitsAdvisory
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At this time of thanksgiving, we are grateful and blessed for the trusted partnership of our valued clients and for our fantastic team who enables us to serve them with excellence. Our offices are closed today and tomorrow so that we may spend the holiday with our families and friends. We wish you a Happy Thanksgiving! kellybenefitsadvisory.com #KellyBenefitsAdvisory #Thanksgiving #GiveThanks #HappyThanksgiving
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Are you passionate about enhancing client relationships and driving business growth? We're looking for a dynamic Retirement Plan Consultant to join our team! The Retirement Plan Consultant serves as a primary client contact, responsible for selling and managing retirement solutions for ERISA-sponsored plans, including conducting plan reviews, monitoring investments, and providing insights to optimize retirement programs. This role also includes handling client mergers and acquisitions, prospect meetings, onboarding, education, consultation and relationship management, all while delivering exceptional service. If you’re ready to make an impact in the retirement planning space, check us out. Apply today and be part of the team! Visit kellybenefits.com/careers #KellyBenefitsAdvisory #Hiring #ApplyToday #OpenPosition #JobOpening #CareerOpportunity #RetirementPlanning #ManagingInvestments
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Unleash the power of a tailored retirement plan with Kelly Benefits Advisory! Our unique approach is not only focused on understanding the employer’s needs in creating an efficient and effective program that accomplishes their goals but also on understanding an individual’s retirement journey. We work hard to design plans that accomplish your unique goals and needs and provide an efficient and effective benefit at the participant level. Enjoy the benefits of fiduciary risk management, a robust and consistent investment process, independent advice, a strong education focus toward participants, and the flexibility to obtain the most appropriate plan to meet your organization’s and your employees’ goals. Elevate your retirement offerings today! https://lnkd.in/gr3dqsJY #KellyBenefitsAdvisory #RetirementPlanning #BestPractices
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At Kelly Benefits Advisory, we’re committed to helping organizations and their employees prepare for a secure financial future. Our team of experts can help you design and manage a retirement plan that guides your employees toward building the future they deserve. Now is the perfect time to review your organization’s retirement plan and make sure it’s set to put your employees on the path to achieving their goals. Contact us today: kellybenefitsadvisory.com #KellyBenefitsAdvisory #RetirementSecurityWeek #FinancialPlanning #SecureFuture
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Are you passionate about enhancing client relationships and driving business growth? We're looking for a dynamic Retirement Plan Consultant to join our team! The Retirement Plan Consultant serves as a primary client contact, responsible for selling and managing retirement solutions for ERISA-sponsored plans, including conducting plan reviews, monitoring investments, and providing insights to optimize retirement programs. This role also includes handling client mergers and acquisitions, sales, onboarding, education, consultation, and relationship management, all while delivering exceptional service. If you’re ready to make an impact in the retirement planning space, check us out. Apply today and be part of the team! Visit kellybenefits.com/careers #KellyBenefitsAdvisory #Hiring #ApplyToday #OpenPosition #JobOpening #CareerOpportunity #RetirementPlanning #ManagingInvestments
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According to the Mind over Money survey by Capital One and The Decision Lab, 77% of Americans report feeling anxious about their financial situation. Financial worries include a broad range of issues from savings and retirement to affording a house or child’s education. We want to know, what’s your biggest financial concern right now? #KellyBenefitsAdvisory #FinancialWellness
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