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Kelly Financial Group Employee Directory

InsuranceConnecticut, United States2-10 Employees

Kelly Financial Group operates in the insurance sector with a focus on wealth management services. The firm offers professional, customized financial services delivered through personalized attention and grounded in honesty, integrity, knowledge, and experience. It is listed as based in Woodbridge, Connecticut, and is described as a small organization.

Recent external coverage notes that the firm was named one of Maryland's best companies to work for in 2025, and that in 2024 it appointed Anika Jones as General Counsel and Chief Compliance Officer. The available information places the company in the insurance and wealth management space, with a Connecticut address, while a descriptive entry also references Bel Air, Maryland as its location.

Find Kelly Financial Group employees' phone numbers or email addresses

Kelly Financial Group Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Kelly Financial Group's Leadership

  • Stylized image of a person
    C. Z.
    Financial Planner
    Phone icon
    Mobile Phone

Kelly Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Kelly Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. Z.
    Financial Planner
    Phone icon
    Mobile Phone
    Nov 19, 2025

Frequently Asked Questions

What is Kelly Financial Group known for?

Minus sign iconPlus sign iconKelly Financial Group operates in the Insurance industry. The company's main headquarters is located in 1764 Litchfield Turnpike Woodbridge, Connecticut 06525 United States; you can contact the main corporate office by phone at
+1-410-893-****
. Explore Kelly Financial Group's company overview page for more information.

What is Kelly Financial Group's most common email format?

Minus sign iconPlus sign iconKelly Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kelly Financial Group email formats with LeadIQ.

How many employees does Kelly Financial Group have currently?

Minus sign iconPlus sign iconKelly Financial Group has approximately 8 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Kelly Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, Kelly Financial Group's key employees include:

  • Financial Planner: C. Z.

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