Investing in Your Future, Together
Ever since my mother taught me the value of fiscal responsibility (opening a bank account to save for a house when I was 16) I have always had a keen interest in finance. I studied financial planning at Boston University to help with my own family finances. Now, having worked at Edward Jones for almost 20 years, I have seen firsthand what disciplined saving and investing can accomplish.
One piece of advice that I received in my training at our headquarters that I have never forgotten is that we would be successful if we always treated our clients like they were our parents. This philosophy resonates with me because of my upbringing. My six younger brothers and I were raised in a "triple-decker" home in St. Peter's Parish in Dorchester (OFD!). We were taught by our parents to treat everyone with respect, work hard and be responsible for ourselves.
No matter where you are on your financial journey, it is my goal to help you feel in control as we develop a strategy for your future. Your strategy will reflect your needs and investment objectives whether you want to plan for retirement, save for college for your children or grandchildren, protect your wealth or leave a legacy for your loved ones. I welcome the opportunity to work with your accountant, attorney or other trusted professionals in order to develop a comprehensive strategy that leverages everyone's expertise for your benefit.
My husband, Charlie, and I have raised three children, Chuck, Patrick and Kathleen, and we are enjoying watching them forge their own careers. We love to kayak, ride our bikes and travel, especially to our holiday home in Ireland on the old family farm.
I look forward to getting to know you and your priorities. It all starts with a conversation - let's talk.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Community Outreach
Office Address138 Franklin Street
Quincy, MA 02169 opens in a new window
Phone NumberMarie O'Riordan Kelly at (617) 639-0327
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