Kelman and Magliari Advisory Group

Kelman and Magliari Advisory Group Kelman and Magliari Advisory Group, When you work with us, you receive:
1:1 financial advice based on your goals and needs. Ready to learn more?

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you sta

y on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Job Change? Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often ...
07/21/2026

Job Change?

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Managing Marital Finances Money is one of the most common stress points for couples. Clear communication, shared goals, ...
07/20/2026

Managing Marital Finances

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
07/17/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
07/16/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

As a business owner, your business is a key component of your overall financial picture. Let’s look at how your personal...
07/10/2026

As a business owner, your business is a key component of your overall financial picture. Let’s look at how your personal and business finances and goals can work together.

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies t...
07/09/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the abilit...
07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

Other technical terms for a 250th milestone include sestercentennial or bisesquicentennial.Celebrate like it's 1776!
07/03/2026

Other technical terms for a 250th milestone include sestercentennial or bisesquicentennial.

Celebrate like it's 1776!

Address

Plymouth Meeting, PA

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+16103970997

Alerts

Be the first to know and let us send you an email when Kelman and Magliari Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share