The Kelly Group - Financial Planning and Wealth Management的动态

Transcript

I'm often asked what makes the Kelly group different. I think of the word fiduciary. And what that means is being a fiduciary, we always have to do what's in the clients best interests. But at the Kelly Group, we feel called to go even beyond that, thinking of the word stewardship a moral obligation. Of caring for our neighbors and for our community. I am Brian Kelly and I Co founded the Kelly Group in 1997 with my uncle Bill Kelly. And from the very beginning we have hearkened to that word stewardship. So when I'm asked about what is the difference between the Kelly Group and XYZ firm, I think we care about client outcomes. I think we care about being there not just today, but building the Kelly Group to be 100 year firm. So that we're there for generations to come.