Kelly Thomas's Contact Details

Kelly Thomas's Company Details

Thomas Financial Associates

Westborough, MA, US • 5 - 9 Employees
Financial Services

Our office is a locally-based firm dedicated to serving families, individuals, and businesses seeking independent, objective financial advice. We take pride in helping our clients plan for their financial independence and believe in creating lifelong relationships built on a solid foundation of trust and integrity.The cornerstone of our work is a personalized attentive approach to planning and wealth management. Many firms provide investment management services, yet few successfully integrate them into a comprehensive wealth management offering. At Thomas Financial Associates we provide creative financial strategies that work together to support your individual needs and objectives.Insurance licensed in MA. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org www.sipc.org. For a list of states in which I am registered to conduct securities business, please visit www.jktfinancial.com. Financial Planning offered through Bay Financial Advisors, a registered investment advisor and separate entity from LPL Financial.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.