Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Identity Theft Related To Tax Returns

So far this year, taxpayers have forwarded to the IRS tens of thousands of emails reflecting identity theft scams that employ phishing – the practice of tricking the recipient into revealing confidential financial information. 

Who will spend your tax refund?

Thieves use the...

Join the Tech Revolution

Change is in the air! The percentage of Americans age 65 and older who use the Internet is growing rapidly. A recent Pew research survey found that over 50% of older Americans are surfing the web, participating in social networking or using e-mail.

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

Registered for securities in the following states:

AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX

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