Kelman and Magliari Advisory Group

Kelman and Magliari Advisory Group Kelman and Magliari Advisory Group, When you work with us, you receive:
1:1 financial advice based on your goals and needs. Ready to learn more?

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you sta

y on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Happy "Take your dog to work day"!
06/25/2026

Happy "Take your dog to work day"!

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

The summer solstice marks the official start of astronomical summer and is the longest day of the year (most hours of da...
06/19/2026

The summer solstice marks the official start of astronomical summer and is the longest day of the year (most hours of daylight) in the Northern Hemisphere. It occurs when Earth's axis tilts towards the sun at its maximum of about 23.5 degrees. In the Southern Hemisphere, this event marks the winter solstice.

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.
06/19/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
06/12/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4e4fY8C

Has market uncertainty officially passed? Markets have seen quite the turnaround recently. But what’s fueling this rally...
06/11/2026

Has market uncertainty officially passed?

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

Address

Plymouth Meeting, PA

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+16103970997

Website

Alerts

Be the first to know and let us send you an email when Kelman and Magliari Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category