Client Testimonials

“My wife and I have been dealing with Kelly for over 20 years. One of the things I appreciate most about Kelly and her staff is that they take a personal interest in not just our financial wellbeing but they care about us as well. They know our family and have been there for us every step of the way. I do not give me recommendation easily, it has to be earned. That being said, I have recommended Kelly to our friends and family and will continue to do so as I know she will continue to watch out for us and our best interest.” – Jack & Peggy

“Kelly has been our Financial Advisor for twenty plus years. She has advised us wisely and has always been available to us. We appreciate her friendship and expertise in handling our financial affairs into retirement.” - Jim & Pat

“Kelly provides professional service with individual personalized care. She is always available to answer my questions and takes the time to explain my options. I am very pleased with the level of service and professionalism that Kelly provides. I would not go anywhere else.” - Mark

“Kelly Ireland has handled our financial affairs for approx. 30 yrs. She has helped us with buying homes, investing our funds and other important issues over the years. Kelly is very trustworthy and knowledgeable. My husband and I have 3 grown children who are now married. The 3 of them and their spouses all trust Kelly with their finances also. We have recommended Kelly to various friends over the years and they seem quite pleased also with her professionalism.

Kelly is also a personal friend whose opinion I respect greatly. I feel privileged to know her both personally and professionally. I would highly recommend her services.” - Nancy

“Kelly Ireland has been my financial advisor for many years now, since she set up her own office. I have great confidence in her work. She has consistently provided me with advice that has grown my portfolio. Any time I have had a problem or question regarding my financial situation, she has been available in person or by phone to resolve the issue. I am not a big risk taker, but Kelly has taken the appropriate risks for me. I am at peace knowing my affairs are in her hands. I would recommend Kelly Ireland to anyone looking for help with their portfolio. Kelly is very personable and easy to work with. Her personal touch is always there.” - Carolyn

“We would highly recommend Kelly Ireland as a very dedicated and adept financial advisor. She has helped us for 25+ years, and in that time has helped us make many crucial financial decisions that have thankfully proven to be in our favor.

We would like to say that over that period of time we have not only learned to trust her guidance, but we also consider her our friend. We feel confident that her expertise has led us in the right direction with more than a few delicate financial decisions and this makes us happy to know we have her to rely on in a pinch.

Needless to say we are proud to be associated with Kelly, and will continue to seek her guidance for now, and for as long as the future brings us.” - Massimo & Sylvine

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.