portrait of Cailte Kelley
FINANCIAL ADVISOR

Cailte Kelley

CEPA®, AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Socially Conscious Investing
  • Business Retirement Plans
  • Retirement Income Strategies
  • Divorce Finances

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • History and Museums
  • Volunteering
  • Music
  • Hiking
  • Reading

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(888) 265-2878

Branch Team

  • Jennifer Penniman
    Sr. Branch Office Administrator

Office Address

113 Central St
Winchendon, MA 01475opens in a new window

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