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KELLMAN BARNES 
FINANCIAL PLANNING

1473 Erie Blvd Suite 202 Schenectady, NY 12305

Phone:

  • 518-372-5500

Fax:

  • 518-372-5510

E-mail:

  • adiacovo@nextfinancial.com
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Advice from CERTIFIED FINANCIAL PLANNER™ professional's

With the combined financial advising experience of Travis Kellman and Lynn Barnes, Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years.

 

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View your investment accounts online and log into your financial planning portal.

Who We Are

Learn about our team members.

What We Do

Explore the process we follow to help our clients better plan to achieve their goals and the costs involved.

Our Story

Read about our 50-year history helping clients reach their financial goals.

Financial Planning Calculators

Run the numbers yourself and see if you are on track for retirement, your kid's education or that major purchase.

Sample Financial Plans

Look at some examples of the work we are doing with clients both pre and post retirement.

Navigate stock market volatility by downloading the

Kellman Barnes Bear Market Playbook

 

Free Portfolio Risk Analysis
 
 
 

 

 

 

Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC.  To view NEXT Financial Group's privacy policy and other important information, visit the "Customer's" section of www.nextfinancial.com.  

Kellman Barnes Financial Planning is not affiliated with NEXT Financial Group, Inc.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

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Thrive in a Bear Market

Download the Kellman Barnes Bear Market Playbook

Kellman Barnes Financial Planning Bear Market Playbook

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Thrive in a Bear Market

Download the Kellman Barnes Bear Market Playbook

Kellman Barnes Financial Planning Bear Market Playbook
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck