“To be trusted is a greater compliment than being loved.” George Macdonald - At the Back of the North Wind
Our Team
Kelly George AIF® - Founder / Investment Adviser
FINRA licenses 6, 7, 24,
Kelly George is an investment adviser who takes great pleasure in devoting time to each of his clients, providing them with valuable financial education and guidance. With his patient and supportive approach, Kelly has built strong, long-lasting relationships with his clients, offering them a sense of security and reassurance in their financial endeavors.
Kelly began his career in 1992 working in the Insurance and Financial Service Industry. He has acquired FINRA licenses 6, 7, and 24 and earned the Accredited Investment Fiduciary designation.
In the early years of his career, he worked out of credit unions and would often make house calls for working clients. He built a base of clients before eventually working out of his own office in Canton.
In 1997 Kelly formed his own company and started working as an Independent Financial Adviser, taking with him his clients from the credit unions. In 2014 he earned his Investment Advisory license and started managing individual client investment accounts, building and maintaining investment portfolios.
He now manages and operates his own Investment Advisory firm with his son Michael. “Helping everyday people” is the mission Kelly started his career with and it is the mission of George Financial Services.
Michael George - Investment Adviser, Compliance Officer
Series 65
Michael George is a passionate investment adviser with a keen interest in finance and digital assets. Michael takes pride in his ability to provide personalized advice and guidance, helping clients navigate complex financial issues and achieve their goals. He considers it a privilege to serve the clients of the family business and looks forward to continuing to help them achieve financial success.
Michael started working with Kelly as an insurance agent in 2016 with the goal of eventually becoming a Financial Adviser.
While studying for his licensing exams Michael learned how broker-dealers and registered investment advisors have very different compensation and governance. It became clear that, unlike broker-dealer firms, Investment Advisors are held to a fiduciary standard, and offer more transparent fee structures.
He asked Kelly about the possibility of leaving the broker-dealer affiliation to pursue their own independent Investment Advisory firm. They both decided it was the right move to make for their clients and their business. Kelly and Michael worked together to register their new firm and move the accounts of their existing clients one by one over the course of a year. They now work together in serving their new and existing clients.