Name of your business:
Kelley & Malmborg Investment Consulting Group
Your name and position:
Jean Kelley and Joe Malmborg, Partners of Kelley & Malmborg Investment Consulting Group
What inspired you to start your business? How did your business get started?
When we met we realized that we both share the same integral beliefs and values.
We believed in our process and decided to open our own firm. And we couldn’t be happier.
Tell us a little bit about your business:
We are a consultative financial planning practice that provides comfort for our clients. We build long term relationships through this consultative approach and with a foundation built on honesty and trust.
What is your favorite thing to do in your business?
The conversations we have with our clients. The ability to help them define and meet their needs while making them feel comfortable. There is no greater satisfaction than when a client tells us that we helped them feel at ease and confident with the financial decisions they need to make and the guidance we’ve provided them in realizing their dreams. We enjoy the work we do and value the relationships we’ve built.
If nothing else, what is the one piece of information you want know about your business?
We offer an effortless, consultative and very accessible approach to support the process of achieving your financial goals and retirement dreams.
What is one piece of business advice you would like to share?
Plan for the unexpected but, please be reassured that you won’t be going it alone, all we need is your time and commitment.