@kmwealthmanagement.com
Kelley & Mullis Wealth Management is an independent financial services firm.
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About
Description
Kelley & Mullis Wealth Management is an independent investment firm that has been serving clients for over 35 years. Our primary focus is on providing personalized service to meet each individual's financial needs. We believe in conservative advisors who prioritize long-term financial planning over short-term gains.
Our goal is to achieve positive returns while minimizing losses for our clients. Trust is essential in any financial relationship, which is why we strive to become your Financial Gatekeeper. At Kelley & Mullis, we have a dedicated team of professionals who can assist you in various areas of your financial life, including retirement planning, college education planning, and insurance coverage review.
Our close network of trusted partners extends our reach to accounting and legal services. We are proud to be associated with Securities America, one of the largest independent broker-dealers, which allows us to offer exceptional financial counsel, product offerings, and service to our clients. If you're ready to get started or have any questions about our services, please contact us for a consultation.
Trusts Can Help Legacy Live On, so let us assist you in ensuring your memory lives on. Visit us at 2008 Stonegate Trail, Ste. 112 Vestavia Hills, AL 35242, or reach out to us via phone, fax, or email.
Remember that Securities America and its representatives do not provide tax or legal advice. Trust Kelley & Mullis Wealth Management for all your financial needs
Company Type
Privately Held
Company Size
2-10
Year Founded
1987
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