Kelly R. Moore. Kelly is an Cambridge Financial Advisor and a founding member of the Moore | Allen Financial Group LLC., with over 30 years experience in the financial services industry. His primary focus is risk management, long-term personal investments and asset management programs for individuals and corporations. He works closely with his clients to understand their goals and provides them with investment strategies. He closely monitors each client’s portfolio performance. Kelly focuses on individual clients and corporations with unique needs, values, and goals. His approach is simple. Kelly provides wealth planning, analysis, and strategies to help clients work toward their objectives while taking as little risk as possible. In addition, Kelly has a focus on executive compensation plans. He believes in personal service and engagement with the client. Hence, our motto is: Risk Management.
Personal Interests
Kelly enjoys the outdoors and is an avid saltwater fisherman.
_________________________________________
Sandra M. Allen. Sandra is a Client Services Associate, and is here to help. We would love to assist you on your new journey today. There is no better day to plan for you and your families future. Tomorrow is not here, yesterday is gone, but today is a new day. Plan ahead for yourself and your loved ones. Let us help you get there.
