Timothy "Tim" Kelleremail
300 Corporate Parkway #216N
Amherst, NY 14226
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
Jamestown Community College - AA St Bonaventure University - BA The American College ChFC, CLU, CLTCS, LUTCF
Hobbies
Triathlons
marathonsAffiliations & Memberships
FSA
NAIFA Board Member
AOH
KOC
FINSECACommunity Involvement
BSA Executive Board Member Allegany Highlands Council
Languages:
- English
Credentials:
- ChFC®
- CLTC®
- CLU®
- LUTCF®
Specialties:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Business Succession Planning
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheck
See Timothy’s Licenses and Disclosures