Michael Kelley - Ameriprise Financial Advisor

Michael Kelley - Ameriprise Financial Advisor Financial Advisor at Coastal Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

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This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/08/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.
https://bit.ly/4nlgWjR

Big smiles, little cleats on the field 💙⚾️ So proud to see my daughter rocking her softball jersey featuring Coastal Wea...
04/24/2026

Big smiles, little cleats on the field 💙⚾️ So proud to see my daughter rocking her softball jersey featuring Coastal Wealth Management. Love supporting youth sports and a company that shows up for our community!

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for yo...
04/08/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? I'm here to help you make the most of it.

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people ...
04/05/2026

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people who matter most. 🐰

Best wishes for a meaningful Passover to everyone observing.
04/01/2026

Best wishes for a meaningful Passover to everyone observing.

Spring is here 🌷Time to refresh more than just your home—your finances too.🌱 Reset goals🌱 Revisit budgets🌱 Grow smarter ...
03/20/2026

Spring is here 🌷
Time to refresh more than just your home—your finances too.
🌱 Reset goals
🌱 Revisit budgets
🌱 Grow smarter financial habits
Fresh season. Fresh mindset. Stronger financial future.

I can work with you to build a strategy that maximizes your retirement contributions to tax-advantaged vehicles, while k...
03/10/2026

I can work with you to build a strategy that maximizes your retirement contributions to tax-advantaged vehicles, while keeping you on track for other financial goals. Please reach out with any questions that you may have.

7 steps to help maximize all the different retirement accounts and tax incentives available to you.

If you have questions or would like to schedule a complimentary initial consultation, please feel free to contact us!!ht...
03/04/2026

If you have questions or would like to schedule a complimentary initial consultation, please feel free to contact us!!
https://bit.ly/4aOxH2n

Address

628 Hebron Avenue, Suite 301
Glastonbury, CT
06033

Telephone

+18604301780

Website

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