JW
JOHN W. KELLY JR, CFA, CFP
Financial planner
0(0 reviews)
Services Offered
- retirement planning
- investment management
- wealth accumulation strategies
About
John W. Kelly Jr. is a financial advisor based in Rancho Mirage, California, providing financial planning and investment guidance to local clients. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®), which underscores his expertise in managing investments and developing comprehensive financial strategies. John offers services including retirement planning, investment management, and wealth accumulation strategies. His practice focuses on assisting individuals and families in achieving their financial goals and securing their financial future.
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Location
71703 CA-111, Rancho Mirage, California
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Business Information
Address
71703 CA-111
Rancho Mirage, California 92270
Phone
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Website
Business Hours
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