Kellman Barnes Financial Planning is a comprehensive financial services firm based in Schenectady, New York, committed to helping individuals, families, and business owners plan and achieve their long-term financial goals. Specializing in personalized financial planning, the firm offers objective advice tailored to each client’s unique financial situation. As an affiliate of NEXT Financial Group, Inc., Kellman Barnes combines local, relationship-driven service with access to a national network of resources and investment options.

The firm prides itself on a client-centric approach, focusing on transparency, education, and trust. Their financial advisors assist with planning for retirement, college savings, insurance needs, and wealth management, ensuring that clients are prepared for all stages of life. Kellman Barnes is especially known for building lasting relationships with the communities it serves, offering thoughtful financial strategies and consistent guidance. Whether you’re just beginning your financial journey or transitioning into retirement, Kellman Barnes provides support at every step.

Website: http://www.kellmanbarnes.com/

Key Services:

– Comprehensive financial planning
– Retirement planning strategies
– Investment advisory services
– Insurance analysis and solutions
– Estate and wealth transfer planning
– College funding strategies
– Small business retirement plans
– Risk management and asset protection