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3400 188th Street SW, Suite 500
Lynnwood, WA 98037
Phone:
  • 425-670-2757
Fax:
  • 425-771-3644

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Financial Life Guides
 
The Anderson Kelly Financial Group of Wells Fargo Advisors is a team of proactive planners and investment managers. We put our experience and hearts into helping ensure that your finances evolve as you do. 
 
Clients come to us wanting to plan for the future. We answer that need with a holistic approach striving to build financial security over a lifetime.
 
We offer customized investment portfolios, constructed and managed directly by Jeff Anderson. Jeff is our group's Premier Advisor and Investment Officer. We also access the full range of traditional investment options to meet client preferences and situational needs.
 
Our approach to creating each client's plan is comprehensive and human. We work with you to establish objectives based on your lifestyle, expectations, needs and dreams. Our team's Financial Advisor, Scott Kelly, connects clients with each step needed to start, maintain and update their individual plans.
 
Over time, life presents challenges and opportunities. We encourage clients to call on us to help sort through decisions that affect finances—from simple purchases to complex situations and transactions. When you invest with us, there's no extra fee for in-the-moment consultation. We take pleasure in trying to alleviate client concerns about anything related to finances.
 
Our group is defined by a shared philosophy. With an abundance of experience behind us and our studious attention to economic drivers, our practice is centered on care-taking your finances to support you for whatever comes next in your life. 
 
The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
 
 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals