Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most.
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with [ENTER FIRM NAME]. [ENTER FIRM NAME] does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Industry
Financial Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance, Investment Services
HQ Location
2008 Stonegate Dr
#112
Vestavia Hills, AL 35242, US
Keywords
Financial PlanningWealth ManagementEducational PlanningRetirement Planning