Shane P. Kelly

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Shane P. Kelly is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Shane employs a thorough discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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