Kelly Perry
ChFC®, FIC, RICP®, CLTC®, CKA®, BFA™
What are your top five values? Mine are faith, excellence, integrity, meaningful work and relationships. My passion is helping others live their values through their decisions around their finances.
State(s) Licensed: FL, GA, KY, MD, NJ, NY, OH, PA, RI, SC, TX, VA, WV
161 E. Otterman Street, Suite 3
Greensburg, PA 15601
What are your top five values? Mine are faith, excellence, integrity, meaningful work and relationships. My passion is helping others live their values through their decisions around their finances.
State(s) Licensed: FL, GA, KY, MD, NJ, NY, OH, PA, RI, SC, TX, VA, WV
Helping Christians Steward Resources Wisely
As a Financial Advisor in the Northeast Advisor Group, I have two priorities.
First, to help Christians formulate their understanding of what stewardship means to them.
Second, to help clients facilitate decisions that impact the people they love and the organizations they care about in meaningful, lasting and efficient ways.
The goal is simple: Help clients achieve financial clarity enabling them to live meaningful and generous lives.
Characteristics of Generosity:
· Care for God's church - Hebrews 13:17
· Care for one's family - Proverbs 14:26
· Care for the community - Hebrews 10:24-25
· Serving others - Matthew 23:11
These things change the world.
"Do not neglect to do good and to share what you have, for such sacrifices are pleasing to God." Hebrews 13:16 ESV
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Location
Greensburg Office
- Phone:
- 724-836-7772
- Fax:
- 866-858-3022
Hours
Monday - Thursday 9:00 a.m. to 4:30 p.m.
Fridays - Appointment only