Thomas “Skip” Kelley
Thomas ‘Skip’ Kelley is an Insurance and Retirement adviser. He also is an Investment Adviser Representative with Wealth Financial Advisory Services, LLC, an SEC registered investment adviser. His clients include individual clients and small businesses in the Southern and Central areas of New Hampshire.
Skip develops financial programs including insurance and assets under management strategies that assist clients with asset accumulation, retirement planning, and estate preservation. He is affiliated with professional networks including real estate and futures trader organizations and a network of elder law attorneys and certified public accountants. Operating as an Independent Adviser Representative, Skip is free to act solely in the best interest of his clients.
His broad base of knowledge puts him in demand to provide advice and direction on:
Growing, Protecting, and Preserving Hard-earned Assets
Utilizing ‘Safe Money’ Strategies
Assets Under Management Solutions
Tax Preferred and Tax Free Retirement Strategies
Probate Free Distribution to Next Generation
A native of Lexington Massachusetts, Skip spent most of his youth growing up in Moultonboro, NH on Lake Winnepesaukee. After 28 years raising his family in Bedford, the Kelleys now reside on the banks of the Merrimack River in Manchester. His wife of 33 years, Kathleen Rose, teaches Physical Education at Bedford High School. Skip has been successful in a number of fields as a salesman, business owner, real estate entrepreneur, and investor. He believes the strategy behind investing for a comfortable retirement must be driven by safety, growth and control. He dedicates his time to understanding each individual’s financial needs and objectives, and his ultimate goal is to provide guidance and direction that result in financial peace of mind.
As a big time sports fan, he loves the Red Sox, Patriots and particularly enjoys rooting for UNH Wildcat Hockey and Football. Family is important to Skip, and he relishes every moment by creating lifetime memories – whether it’s on the water, skiing down mountains, or flying his little putt putt two-seater Piper Colt.