EXCELLENT  
  
 Based on 43 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jennie Casella 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Brent has always taken the time to understand my goals and circumstances and I feel comfortable and confident about my financial future because of him. His knowledge and personal approach has made a real difference.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 John Mcphail 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Amazing service and Brent is very knowledgeable in the services he provides.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Noela Cerutti 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I’ve been working with Brent for more than three years, and he is an excellent financial advisor. He is highly professional, provides thoughtful and effective advice, and best of all, Brent is an authentic, down-to-earth person. My interactions with all the members of Kelly Wealth have been consistently friendly and professional. I would highly recommend their services.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Erica Stockman 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We are very happy with the communication from Kelly Wealth and being able to talk to Brent in person and discuss our investments.  We rest easy knowing your team is doing the best for us and also keeping us in the loop.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Joe Patane 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I've been with Kelly Wealth for over 10 years now. And I've always found Brent and the team to be very professional, friendly and courteous during this time.
Brent and his team have always done a great job managing my portfolios and I would highly recommend Kelly Wealth Services to anyone who wishes to avail themselves of such a service.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Fred Fowke 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Very happy with the service we receive
Keeps us up-to-date with financial news.
Very approachable easy to talk to Very professional team.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Suzanne Clarke 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
This man is simply the best. Brent has helped us with everything to do with finances weather large or small decisions are to be made. I recommend the team at “KellyWealth Services” in a heartbeat. Thank you Brent Cerutti.
  
 
  
 
 
 
   
 
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