CTOs on the Move

Magellan Financial & Insurance Services, Inc.

www.magellanfinancial.com

 
Founded and grown by producers, Magellan Financial & Insurance Services, Inc. is committed to providing agents and advisors with the tools, resources, and support they need to grow and excel in the industry. As an independent field marketing organization (FMO), were interconnected with the carriers, distributors and companies that matter most in helping you succeed. Were small enough that we can evolve with producer needs but mature enough to know what works and what doesnt. Contact us today for more information on how to get contracted.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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Spectrum Financial Alliance Ltd., LLC

C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.