Sean Kelly
The Kelly Agency
Sean is an expert in the matters of safe money retirement strategies. Meeting people face to face and helping them plan to retire safely has become his true passion since the financial crisis in the markets from 2007-09. While most of his clients have been from WNY and Northwestern PA, he has many Safe Money clients throughout the United States. Those numbers have increased since the pandemic forced advisors to do many meetings with clients over Zoom utilizing the wonders of technology.
More information about Sean can be found in the About Us Tab above
Our Most Recent Article
Play Like A High Roller
January 21, 2023
Several years ago, I traveled to Las Vegas to attend a training seminar for my business. While walking through the casino to get to the conference room, I watched people at various gambling games. I had to wonder how much ...
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Sean Kelly
The Kelly Agency
1902 Ridge Road
Suite 121
West Seneca, New York 14224
sean@kellyagency.org
(716) 603-6851
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Physicians And The Affordable Care Act
(January 21, 2023
Physicians are taking the brunt of lowered medical costs reimbursements. ...
It's All About Planning
(January 9, 2023
Many people don’t know all their options when it comes ...
Creditor Protection: The Annuity Option
(January 8, 2023
Some asset protection might be included with an annuity. With ...
Big Changes Coming To Estate Tax Planning
(January 7, 2023
Reducing estate tax liability is getting more complicated. A very ...
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
(November 11, 2022
Need a reason to add an annuity to your retirement ...
Houston, we have a problem!
(September 11, 2022
Today, August 29th, 2017, day 4 of Hurricane Harvey, I ...
Physicians And The Affordable Care Act
(January 21, 2023
Physicians are taking the brunt of lowered medical costs reimbursements. ...
It's All About Planning
(January 9, 2023
Many people don’t know all their options when it comes ...
Creditor Protection: The Annuity Option
(January 8, 2023
Some asset protection might be included with an annuity. With ...
Big Changes Coming To Estate Tax Planning
January 7, 2023
Reducing estate tax liability is getting more complicated. A very ...
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
November 11, 2022
Need a reason to add an annuity to your retirement ...
Houston, we have a problem!
September 11, 2022
Today, August 29th, 2017, day 4 of Hurricane Harvey, I ...