Cailte Kelley, Financial Advisor located in Winchendon, MA

Financial Advisor
Cailte Kelley

MBA, CFP®, CEPA®, ABFP®, AAMS®
115 Central Street, Winchendon, MA 01475opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Physicians
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Jennifer Penniman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(978) 297-7452

Fax

(888) 265-2878

Office Address

115 Central Street
Winchendon, MA 01475opens in a new window

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