Recently the Federal Securities & Exchange Commission relaxed their rules regarding the use of client testimonials. The State of California, unfortunately, is still studying this allowance. Despite the consumer benefits provided to have actual client feedback, at this point we are not allowed to show you the significant list we have available. However, if you would like to speak with actual clients and/or other professional advisors, please request an introductory list. We will be quite glad to share the list and make introductions to anyone you wish to speak with regarding our services.
Having R. J. as a trusted advisor and a valued sounding board has allowed me to make ‘good’ decisions ‘better’. I would gladly discuss my experience with R. J. Kelly with anyone who is considering using his skill sets and services.”
The work done to establish our family's values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals.
R. J. is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice. I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.”
He is a true man of God, a servant-leader, a mentor and a friend... which is why he is my choice as my family's Financial Advisor now and for years to come. ”
myriad of issues including financial, estate, tax, accounting,
and legal. R. J. is a professional and he is highly skilled at getting things accomplished. He has a successful track record of success and value his experience and his friendship.
I would not hesitate to recommend him for his advice in wealth legacy issues and financial planning.”
Similarly, R. J. Kelly, (as a seasoned business professional,) has overcome many adversities in life and business. His 'rescue mission' is to pro-actively, but gently, 'swim' along side and 'grab hold' of those struggling to survive the tumultuous seas of business and life, by providing practical and timely wisdom to those seeking advice.
R. J. Kelly will be remembered as God’s businessman, family man, and entrepreneur who desired to 'Never let go' in his passionate pursuit of loving others. I hope you have the privilege of meeting the living, 'Legend of Legacy,' through the life of R. J. Kelly."
a total commitment to his clients, and is one of the most
organized people I have ever met.
I’m grateful to have the opportunity to work with R. J.”
He makes sure the options he is offering as well as the experts he trusts prove themselves before beginning a relationship."
the words that endeavor to capture the whole wealth advisory statesman, R. J. Kelly. I encourage fellow advisors, the Ultra
High Net Worth and business owners to find for themselves
what value he brings to their personal, philanthropic and business continuity needs.”
In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I would highly recommend his services."
He is also one of the co-founders and the driving force behind The Center for Wealth & Legacy. I highly recommend R. J. for your consideration. You will not be disappointed.”
Based upon my experience in working with R. J., I can whole heartedly recommend him to be part of an advisory team or for working with a client on an individual basis.”
with a wrongful termination case with Erisa (pension) Cross-overs. I found his knowledge of pension law abundant – specifically 'top hat' plans and analysis for determining whether one is truly ERISA-compilant exempt. R. J. is an efficient and reliable source of knowledge. His attention to detail is not only prompt, but effective. I would, and do, highly recommend Mr. Kelly’s services to my colleagues.”