Individual retirement services

Kelly & Schertz Group offers a wide range of individual retirement plans, including Traditional and Roth Individual Retirements Accounts (IRAs). For the small business owner, SEP and SIMPLE IRAs offer simple, cost effective ways to save for retirement.

Working together with our retirement professionals, (including third party consultants if necessary), we can review your existing retirement plan or can design and implement a new plan to meet your specific needs. Let us review and help select appropriate investments for your plan and help turn your vision of a comfortable retirement into reality. Contact us today.

Christopher Kelly, NMLS # 1666136 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Christopher Kelly, NMLS # 1666136 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Kelly & Schertz Group

Phone: 410-318-6372
Toll-Free: 1-877-404-6928

Christopher Kelly, AWM, CFP®

Senior Vice President - Financial Advisor,
Senior Consulting Group

Phone: 410-318-6370

Bret Schertz, CFP®

First Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus

Phone: 410-318-6371

Shannon Beauchamp, APP

Investment Associate

Phone: 410-318-6372

Address

Quarry Lake
2800 Quarry Lake Drive, Suite 260
Baltimore, MD 21209
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