Marty Kelly

Associate Financial Planner at Mokosak Advisory Group, LLC. - Urbandale, IA, US

Marty Kelly's Colleagues at Mokosak Advisory Group, LLC.
Liddy Cherry

Adminstrative Assistant

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Nick Weber

Cedar Falls Area - Associate Financial Advisor

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Ryan Page

Wealth Management Advisor

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Marty Kelly

Associate Financial Planner

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Nick Weber

Associate Financial Advisor

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Frank Mokosak

Wealth Management Advisor | Principal of Mokosak Advisory Group, LLC

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Marty Kelly's Contact Details
Email (Verified)
***@mokosakag.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
515-223-5404
Location
Ames,Iowa,United States
Company
Mokosak Advisory Group, LLC.
Marty Kelly's Company Details
Mokosak Advisory Group, LLC. logo, Mokosak Advisory Group, LLC. contact details

Mokosak Advisory Group, LLC.

Urbandale, IA, US • 5 - 9 Employees
Financial Services

Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to:- Develop a comprehensive wealth management plan to help them reach their financial goals.- Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant.- Design and implement strategies to make work "optional".- Find ways to cut the tax burden from income tax to capital gains tax to estate tax.- Obtain an independent second opinion from a top wealth management firm.

Investment Coaching Financial Planning Insurance Coaching Wealth Management Retirement Planning Portfolio Management Tax Planning Estate Planning Business Planning Business Exit Strategy Planning Education Planning Philanthropic Planning
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Frequently Asked Questions about Marty Kelly
Marty Kelly currently works for Mokosak Advisory Group, LLC..
Marty Kelly's role at Mokosak Advisory Group, LLC. is Associate Financial Planner.
Marty Kelly's email address is ***@mokosakag.com. To view Marty Kelly's full email address, please signup to ConnectPlex.
Marty Kelly works in the Financial Services industry.
Marty Kelly's colleagues at Mokosak Advisory Group, LLC. are Liddy Cherry, Nick Weber, Ryan Page, Marty Kelly, Nick Weber, Frank Mokosak and others.
Marty Kelly's phone number is 515-223-5404
See more information about Marty Kelly