About Kellards
Kellards is a financial services firm specializing in investment management and advisory services. The company focuses on providing tailored financial solutions to individual and institutional clients. With a commitment to transparency and client education, Kellards aims to empower its clients to make informed financial decisions. The firm leverages market research and analytics to guide its investment strategies, ensuring that clients' portfolios are aligned with their financial goals. Kellards prides itself on its personalized approach, offering a range of services that include portfolio management, retirement planning, and wealth management. The firm is dedicated to maintaining high ethical standards and fostering long-term relationships with its clients.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Portfolio Management
- Location
- New York, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2015
Products and services
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