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Rick Kelley
Investment Adviser Representative
OFFICE: 973.406.5165

MOBILE: 917.981.7703

TOLL-FREE: 888.566.4250


SERVICE AREA:
New York, New Jersey
OFFICE LOCATION
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512


HOURS
Monday thru Friday 8am - 5pm, or by appointment
CONNECT WITH ME:
Welcome

Providing the most thorough,competent,comprehensive, and ongoing planning and advisory services to my clients is the most important thing that I do. Everyone brings a different set of circumstances, wants, goals and needs to the table. It's my job to make sure that each client is able to have the best possible opportunity to be able to retire with the amount of money that they need so that they can enjoy the lifestle they want throught their retirement.

Areas of Focus
  • Tax Efficient Wealth Accumulation
  • Retirement income strategies
  • Wealth Preservation
  • Planning and Investing for Retirement
  • Investment Advice & Managment
  • Pension Consulting for Small Business Owners
Interests & Community Participation

*  Fiduciary Education

*  Athletics

*  Marine Corps League

Experience

*  Safe Money Solutions

*  MetLife Securities

* Capital Benefits

*  Guardian Life Insurance

*  United States Marine Corps

Education

*  Villanova University

*  U.S. Marine Corps Infantry Officer Course

Associations

Fellowship of Fiduciary Education

Royal Fund Management Office
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