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Understanding Today’s Financial Environment Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
400 Bridge Street, Suite 4, New Cumberland, PA, 17070, United StatesGet directions
|Mon||8:30 a.m. to 5:00 p.m.|
|Tue||8:30 a.m. to 5:00 p.m.|
|Wed||8:30 a.m. to 5:00 p.m.|
|Thu||8:30 a.m. to 5:00 p.m.|
|Fri||8:30 a.m. to 5:00 p.m.|
I have been using Frank to handle all my business taxes and payroll, and personal finances for about 10 years and I am very happy with the quality of work. My staff is always paid on time and there has never been a problem with payroll. All my taxes sales tax, payroll, corperate, etc are all filed and paid on time. Owning a business is hard work and alot of long hours and having Frank on my side I do not have to worry about payroll and taxes to do. Frank has my back and I would highly recommend him to any business owner who... read more
I have been using Frank Kelly, of Kelly Financials Services, for over 16 years and have been very pleased with his services. He has ways been very professional. We have felt his tax preparation has been excellent. We will continue to use this service. Leslie Richards
March 1, 2017. I wish I would have read the reviews. I wouldn't have used him. My tax prep fee went from $187 three years ago under Art Rhoads to over $600 this year. Every year he's made major mistakes with my taxes, and it's because he didn't use the 1099's I gave him, consequently I just got an IRS bill showing almost $2,700 due. The 1099's are even in the binder he sent me, but he didn't add those figures to my income. I'm mad at myself for having him do my taxes. I'm not going to rant anymore, it'll only make m... read more
POOR SERVICE/CRAZY HIGH FEES. 7 months of inaction, then charged $475 for "services" of phone time and faxing that I can't prove, and that I can, and did, perform in just a few minutes. Office was closed in mid-afternoon 2 times when I stopped by. Frank was out of the office for a month on 2 different occasions I stopped to check on progress, and "couldn't be reached", next time he was out for a week and "couldn't be reached." Others in office claimed they didn't know about my project, or where my records were located whe... read more
I would provide 0 stars if I could. The owner is RUDE beyond belief and yelled at me for attempting to ask a general question. If you want to be bullied, use them. If not, go to anybody else for a better experience.
Kelly Financial Services, Inc. has a 5 star rating with 5 reviews.
Kelly Financial Services, Inc. is open now. It will close at 5:00 p.m.