Kelly O'Day
RICP®
Financial Advisor
Whatever your goals, I’ll provide you the financial guidance to reach them!
State(s) Licensed: FL, GA, MI, MN, NC, TX, WI
Phone: 715-218-7575
Address:
403 Grand Ave.
Merrill, WI 54452
Whatever your goals, I’ll provide you the financial guidance to reach them!
State(s) Licensed: FL, GA, MI, MN, NC, TX, WI
Proudly serving the Northwoods
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
* Retirement income planning
* Investment management
* Protecting loved ones against the impact of long term care, death, and disability
* Charitable giving
* College planning
My office is centrally located to help service people in the surrounding areas of Merrill, Wausau, Tomahawk, Rhinelander, Gleason and Irma.
Call or stop by my office to learn more or set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Merrill Office
- Phone:
- 715-218-7575
Hours
M – F: 9 a.m. – 5 p.m.
Address
403 Grand Ave.
Merrill, WI 54452