Naomi Kelly
Dickson City

1235 Commerce Blvd.

Dickson City, PA 18519

+1 (570) 221-6035
naokelly@capitalwealth.com

About Naomi Kelly

Naomi Kelly is an experienced Insurance Agent based in Dickson City, PA. With a career spanning 26 years, Naomi has a wealth of knowledge and expertise in the insurance industry. She holds the prestigious CLU (Chartered Life Underwriter) certification, further showcasing her commitment to excellence in her field. Naomi's areas of expertise are diverse and encompass various insurance policies and coverages. Outside of her professional life, she enjoys hobbies such as playing soccer and home brewing. Naomi's dedication to both her clients' financial well-being and personal interests makes her a well-rounded insurance professional with a passion for providing comprehensive coverage solutions.

Insights

August 7, 2023

Wealth Management Strategies for High Net Worth Clients

Discover effective wealth management strategies tailored for high net worth clients seeking to protect and grow their assets. Delve into the intricacies of diversification, tax planning, estate planning, and investment options to optimize financial success. Learn from experts in the field as they share insights and practical tips to help high net worth individuals navigate the ever-changing landscape of wealth management. Uncover innovative approaches that align with your unique goals and circumstances, ensuring a solid foundation for long-term prosperity.

April 1, 2023

Strategies for Retirement Planning in Uncertain Times

Discover effective strategies for retirement planning in uncertain times. Learn how to navigate market volatility, manage risks, and make informed decisions to secure a comfortable future. Gain insight into diversification, asset allocation, and insurance options that can help you optimize your retirement savings. Stay one step ahead with this insightful guide on preparing for an unpredictable financial landscape.

August 26, 2023

The Future of Work: Implications for Investors

Discover how the future of work is impacting investors and their strategies. Gain insights into the evolving landscape and its potential implications for investments. Explore key trends, technologies, and industries that are shaping the way we work, and learn how investors can adapt to these changes to maximize opportunities. Stay ahead of the curve with this insightful exploration of the future of work and its impact on investment decisions.

September 29, 2022

The Impact of Inflation on Investment Decisions

Discover how inflation affects investment decisions and learn about its impact on financial markets. Gain insights into the strategies investors use to navigate inflationary environments and protect their portfolios. Understand the potential risks and opportunities that arise in an inflation-driven economy. Dive into this in-depth analysis of the relationship between inflation and investment decisions to make informed choices for your own investment journey.

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Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+15702216035
naokelly@capitalwealth.com
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