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portrait of Cailte Kelley
FINANCIAL ADVISOR

Cailte Kelley

CFP®, CEPA®, AAMS™
113 Central St, Winchendon, MA 01475opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Cailte

Investing to me isn't just about money. It's how we invest our time in ourselves both for today and for the future. My role is to help you identify where you are now, help you envision where you want to be, and then, together, craft a roadmap with the financial resources needed to help you successfully invest in your future.

Although our office is in Winchendon, Massachusetts, we serve clients throughout the country, with a focus on the Central New England area.

In 2024, I attained the CERTIFIED FINANCIAL PLANNER® certification to serve my clients more fully toward their life goals and...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Physicians
  • Wealth Strategies

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Southern New Hampshire UnivMaster of Business Admin
  • Southern New Hampshire UnivBachelor of Arts

Personal Interests

  • History and Museums
  • Volunteering
  • Music
  • Hiking
  • Reading

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(978) 297-7452

Fax

(888) 265-2878

Office Address

113 Central St
Winchendon, MA 01475opens in a new window

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