Kelly Insurance & Investments, | Kelly Financial Advisors

Investment Management • Annapolis, Maryland, United States • 11-20 Employees

Company overview

Headquarters	810 E College Parkway, Annapolis, Maryland 21409, US
Phone number	+14103493807
Website	getkbi.com
NAICS	5231
SIC	641
Keywords	Wealth Accumulation Strategies, Family Protection, Business Continuation Planning, Executive Benefit Planning, Employee Benefit Products, Tax-Qualified Retirement Plans
Founded	1999
Employees	11-20

Key Contact at Kelly Insurance & Investments, | Kelly Financial Advisors

Kristen Gukanovich

Benefit Services Director

Kelly Insurance & Investments, | Kelly Financial Advisors Email Formats

Kelly Insurance & Investments, | Kelly Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@getkbi.com), used 72.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@getkbi.com	72.7%
{first name}{last name}	johndoe@getkbi.com	27.3%

About Kelly Insurance & Investments, | Kelly Financial Advisors

Complete Reliable Solutions At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since 1999. Most of our clients are individuals and companies who desire ongoing professional assistance in the creation and implementation of strategies to reach both personal and company goals. In today's world of financial complexity, you need a complete array of reliable tools that provide solutions. At the Kelly Companies, our representatives offer products and services that enhance your financial plan. And give you the power to stay the course. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., an Independent Registered Investment Advisor. Continuum Advisory, LLC and Kelly Financial Advisors, LLC are not affiliated with Triad Advisors.

Kelly Insurance & Investments, | Kelly Financial Advisors revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Kelly Insurance & Investments, | Kelly Financial Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Kelly Insurance & Investments, | Kelly Financial Advisors has never raised funding before.

Kelly Insurance & Investments, | Kelly Financial Advisors Tech Stack

Discover the technologies and tools that power Kelly Insurance & Investments, | Kelly Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

Mailgun

Microsoft 365

Frequently asked questions

Kelly Insurance & Investments, | Kelly Financial Advisors is located in Annapolis, Maryland, US.

You can reach Kelly Insurance & Investments, | Kelly Financial Advisors at +14103493807.

Kelly Insurance & Investments, | Kelly Financial Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Kelly Insurance & Investments, | Kelly Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kelly Insurance & Investments, | Kelly Financial Advisors

Kristen Gukanovich

Benefit Services Director

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