Aaron Kelly

Financial Planner at Academy Financial Inc - Mays Chapel, MD, US

Aaron Kelly's Colleagues at Academy Financial Inc
Brent Kvech

Partner / Financial Planner

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Jon Parks

Financial Planner, M.A., AIF®, CRPS®

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Andrew Hanson

Planning Department Administrator

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Blake Gaulden

Chief Investment Officer

Contact Blake Gaulden

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Aaron Kelly's Contact Details
HQ
410-825-0781
Location
Lutherville-Timonium, Maryland, United States
Company
Academy Financial Inc
Aaron Kelly's Company Details
Academy Financial Inc logo, Academy Financial Inc contact details

Academy Financial Inc

Mays Chapel, MD, US • 20 - 49 Employees
Financial Services

Academy Financial, Inc. is a financial services firm that specializes in developing innovative concepts for wealth creation and preservation. Academy Financial is comprised a number of advisors with over 100 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes CERTIFIED FINANCIAL PLANNER™ professionals who provide advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies. We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Academy Financial's cross disciplinary approach allows us to identify and build holistic plans for our clients from a legal, tax, investment, business, and retirement perspective. Academy Financial, Inc. is committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning, business succession strategies, retirement, and investment planning.Academy Financials advisors are independent and have an open architecture approach. Our Broker Dealer is Lincoln Financial Advisors Corp. (LFA), a Fortune 500 company. Many of our advisors are members of The Resource Group, a group of the top 200 planners within Lincoln Financial Advisors.Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-3256095-092420

Financial Services Financial Advisory Services
Details about Academy Financial Inc
Frequently Asked Questions about Aaron Kelly
Aaron Kelly currently works for Academy Financial Inc.
Aaron Kelly's role at Academy Financial Inc is Financial Planner.
Aaron Kelly's email address is ***@academyfinancialinc.com. To view Aaron Kelly's full email address, please signup to ConnectPlex.
Aaron Kelly works in the Financial Services industry.
Aaron Kelly's colleagues at Academy Financial Inc are Scott Gomsak, Michael Leonard, Brent Kvech, Jon Parks, Richard Craft, Andrew Hanson, Blake Gaulden and others.
Aaron Kelly's phone number is 410-825-0781
See more information about Aaron Kelly