Kellman Barnes Financial Planning
Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years. We have a comprehensive financial planning process using cutting edge technology and strategies presented in an easy-to-understand way that allows our clients to confidently implement recommendations. We use evidence-based investing strategies managed by fiduciary advisors in our client's best interest. We have a proactive-high touch client service model designed to give our clients the highest probability of achieving their financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
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Top roles at Kellman Barnes Financial Planning
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