KELLIER FINANCIAL

Owner

Goods & Services

Financial statement preparation and analysis for businesses

Financial administration of retirement plans; Financial advice, namely, budget planning; Financial analysis and consultation; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment brokerage services; Financial loan consultation; Financial planning; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, debt settlement; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Providing information in the field of employee financial benefit plans; Strategic financial advisory services; Strategic corporate financial advisory services

Downloadable printable planners and organizers