0
Skip to Content
Canopy Financial Solutions
Investment Philosophy
Planning & Protection
Client Onboarding & Engagement
Portfolio Command Center
Key Market Happenings
Monthly Motivator
Zeke Kelly, ChFC® | Founder & CEO
Working with a ChFC® Fiduciary
FAQs
Disclaimers
Canopy Financial Solutions
Investment Philosophy
Planning & Protection
Client Onboarding & Engagement
Portfolio Command Center
Key Market Happenings
Monthly Motivator
Zeke Kelly, ChFC® | Founder & CEO
Working with a ChFC® Fiduciary
FAQs
Disclaimers
Folder: Solutions
Back
Investment Philosophy
Planning & Protection
Client Onboarding & Engagement
Folder: Stay Informed
Back
Portfolio Command Center
Key Market Happenings
Monthly Motivator
Folder: About
Back
Zeke Kelly, ChFC® | Founder & CEO
Working with a ChFC® Fiduciary
FAQs
Disclaimers

Zeke Kelly, ChFC®, FRC® is the founder, principal and Investment Adviser Representative of Canopy Financial Solutions (FinSol), a North Carolina Registered Investment Adviser. Information presented is for educational purposes only and does not constitute an offer, recommendation or solicitation for the sale of specific securities, service or strategy. Investments involve risk and unless otherwise stated, are not guaranteed; past performance is not indicative of future performance. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

For full set of disclaimers, disclosures, and warranties, click HERE

IAPD | Canopy Financial Solutions, CRD: 332951

IAPD | Michael “Zeke” Kelly, CRD: 7064859

ADV and Privacy Policy Docs

Alpha Daily Brief - Storm Guard-Armor Composite

Brick City Law | The Law Office of Jessica L. Kelly PLLC