James Kelly, Financial Advisor located in Upper Montclair, NJ

Financial Advisor
James M Kelly

CFP®
622 Valley Road Suite 7, Upper Montclair, NJ 07043opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • New Investors
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Skiing
  • Spending Time with Family
  • Football
  • Social Responsibility

Team Members

  • Debbie Howlett
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(973) 655-0167

Fax

(866) 363-0720

Office Address

622 Valley Road Suite 7
Upper Montclair, NJ 07043opens in a new window

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