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

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

Where would we be without you?!
09/30/2026

Where would we be without you?!

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Yom Kippur 2026 (the Day of Atonement): September 20-21, 2026Yom Kippur fast day is the holiest day of the year—when we ...
09/20/2026

Yom Kippur 2026 (the Day of Atonement): September 20-21, 2026
Yom Kippur fast day is the holiest day of the year—when we are closest to G‑d and to the quintessence of our own souls. It is the Day of Atonement—“For on this day He will forgive you, to purify you, that you be cleansed from all your sins before G‑d” (Leviticus 16:30). This year, Yom Kippur is observed from several minutes before sunset on 9 Tishrei (Sept. 20) to after nightfall on 10 Tishrei (Sept. 21).

For nearly twenty-six hours, we “afflict our souls”: we abstain from food and drink, do not wash or anoint our bodies, do not wear leather footwear, and abstain from marital relations.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Rosh Hashanah 2026 9/11 - 9/13Why It Is CelebratedThe New Year: It translates to "head of the year" in Hebrew and start...
09/11/2026

Rosh Hashanah 2026 9/11 - 9/13

Why It Is Celebrated
The New Year: It translates to "head of the year" in Hebrew and starts the Jewish calendar.

Day of Judgment: It begins the High Holy Days (or Days of Awe), a time when God reviews the actions of every person and determines their fate for the coming year.

Spiritual Renewal: It is a serious yet joyful period for self-reflection, asking for forgiveness, and resolving to do better in the new year. It leads into Yom Kippur, the Day of Atonement, ten days later.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

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

Website

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