Helping to Build & Preserve Wealth
Kelley Marmen joined The Bulfinch Group in January 2023 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of her clients, Kelley is able to help individuals and families take control over their financial world. Her mission is to help others achieve financial balance and live the lifestyle that they want due to proper financial strategies.
By assisting clients in creating an organized financial strategy, she is able to help them achieve their financial goals. Determined to help those that need financial guidance early in their lives, she remains focused on informing and teaching individuals as they embark on their own financial journeys.
Born and raised on Danvers, MA, Kelley earned a Bachelor of Science (B.S.) degree in Management from Sacred Heart University. When she is not working, you will find Kelley spending time with family and friends, traveling to new places, trying out new restaurants and going to the movies. Kelley also gives back to her community, working with the Pinky Swear Foundation’s “Pinky Swear Pack” fundraising initiatives.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.