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Joan M. Kelley, CFP®, CPA

Ameriprise Financial Advisors

7160 Argus Dr
Ste 102
Rockford, IL 61107
Phone: (815) 399-3311
Fax: (815) 399-3427

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

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