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Kelly Financial PlanningFinancial advisor in Cincinnati, OH

Kelly Financial Planning is a financial advisor at 9435 Waterstone Blvd Suite 140-121, Cincinnati, OH 45249, rated 5.0 from 3 Google reviews. Open Tuesday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cincinnati, OH0 paid placements in any rankingHow we rank

Call (513) 379-2527Website ↗

Key facts

Key facts about Kelly Financial Planning
Address9435 Waterstone Blvd Suite 140-121, Cincinnati, OH 45249Get directions
Phone(513) 379-2527
Websitekellyfinancialplanning.com
HoursTuesday: 12:30 PM – 5:30 PM; Wednesday: 12:30 PM – 7:30 PM; Thursday: 12:30 PM – 5:30 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Cincinnati and 12 towns within 25 miles: Loveland, Mason, Montgomery, Blue Ash, Sharonville, Goshen, Reading, Springdale, Monroe, Lebanon, Forest Park and Norwood.

Based in Cincinnati, OHView on map

Opening hours

Opening hours for Kelly Financial Planning
DayHours
MondayClosed
Tuesday12:30 PM – 5:30 PM
Wednesday12:30 PM – 7:30 PMevening
Thursday12:30 PM – 5:30 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about Kelly Financial Planning

What are Kelly Financial Planning’s hours?

Kelly Financial Planning is open Tuesday to Thursday. Its listed hours are Tuesday, 12:30 PM – 5:30 PM; Wednesday, 12:30 PM – 7:30 PM; Thursday, 12:30 PM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Kelly Financial Planning serve?

Serves Cincinnati and 12 towns within 25 miles: Loveland, Mason, Montgomery, Blue Ash, Sharonville, Goshen, Reading, Springdale, Monroe, Lebanon, Forest Park and Norwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Kelly Financial Planning?

Kelly Financial Planning has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Kelly Financial Planning?

Call Kelly Financial Planning on (513) 379-2527. The business is at 9435 Waterstone Blvd Suite 140-121, Cincinnati, OH 45249. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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