Kelley Tax & Financial provides wealth management and tax preparation services to individuals and small businesses. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC (www.finra.org / www.sipc.org) Investment Advisory Services offered through Avantax Advisory ServicesSM, Insurance Services offered through Avantax Insurance AgencySM Kelley Tax & Financial is not a registered broker/dealer or registered investment advisory firm. Please visit http://www.avantax.com/social_policy/ for more information