Copy of Our Company | KB Advisory

Home > Our Company

Our Company

Kelly Benefits Advisory is an independent financial services firm with a comprehensive understanding of retirement plans and group benefit programs. We are specialists who can help you design a retirement plan that suits both the culture of your company and needs of your workforce, while seeking to maintain the highest fiduciary standards.

Here's how we do it:

Understand your company’s vision, culture, goals and current situation

Analyze & Construct a comprehensive and integrated strategic plan

Apply your customized strategy, with complete plan implementation assistance

Review & Refine, making necessary adjustments along the way

Kelly Benefits Advisory works with our clients to truly understand their vision and set goals for their retirement plan. We assist in designing an effective plan that helps fulfill your objectives and offers robust education to both you and your employees. We are diligent in our monitoring of your plan as well as changes in your organization and we continually refine accordingly.

John Kelly Jr.

Vice President

Ron Santo

Senior Account Executive

Scott Skidmore

Senior Account Executive

David Pitz

Client Services Manager & Financial Advisor

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advisory services offered through Global Retirement Partners, LLC dba Kelly Benefits Advisory, an SEC registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.