Marge Kelly

 

 

 

 

 

 

 

 

Marge Kelly is a founding partner of Bridge to Retirement, Inc., a full service financial services firm.  
Marge has specialized in retirement planning for over 20 years and focuses on listening to clients' 
unique situations to understand what is important to them in order to create their customized financial plans.  
In addition to managing the firm, she provides detailed investment research to strengthen planning strategies. 

Marge holds a Bachelor of Science degree from Elmhurst College and a Master's degree in Social Work from 
George Williams College.  She has the Chartered Financial Consultant (ChFC®) and Retirement Income Planning (RICP®) 
designations from American College.  

She holds Series 6, 7, 63, 66 registrations and is also licensed in Life, Health and Long Term Care Insurance.  
Member of Financial Services Institute (FSI).