Mckelvey & Associates, Inc.

Overview

Mckelvey & Associates, Inc. is a corporate, individually owned advisory and accounting practice that combines traditional accounting services with financial planning and portfolio management. The firm provides advisory work for individuals and small businesses as well as for business and institutional clients. Its listed services include financial planning, pension consulting, portfolio management, and educational seminars or workshops. Compensation is reported as a percentage of assets under management and hourly charges. FINTRX flags the firm as not actively pursuing ESG investing and not operating as a multi-state adviser.

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Location & Offices