MK
Michael Kelly
Associate Financial Advisor at Podell Financial
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Work Experience
Associate Financial Advisor
2016 - Present · 8 years and 11 months
Podell Financial Group, LLC
Investment Strategist
2010 - Present · 14 years and 11 months
Kelly Wealth Management, LLC
Owner
2007 - 2010 · 3 years
Company Details
11-50 Employees
Podell Financial Group specializes in unique and specific tax-strategies for business owners and the self-employed. We create and manage these financial plans for successful companies using tax-advantaged plan designs to get large deductions. While working with our client's tax advisor we have been able to position them in an enhanced financial position. The result of our work, allows our clients to hold onto more of their company's profits.
Year Founded
1927
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Fairfield, NJ 07004, US
Keywords
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