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Shelly Nelson, CFP®

Keats, Connelly and Associates, Inc.

3336 N 32nd St
Ste 100
Phoenix, AZ 85018-6241

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.