Broker Check

Kelli Lyons-Stevens

Financial Professional

 570-575-5988

856-428-2894

 kstevens@haddonplanning.com

Kelli brings over 22 years of experience as a financial advisor to Haddon Planning Group, and specializes in Retirement and Estate Planning. Kelli has partnerships with local accountants and attorneys, and is ready to apply these resources to her clients and their businesses. She prides herself with giving personalized service to every client!

Kelli was born and raised in Wyoming County and currently resides in South Abington Township, PA. She graduated from Misericordia University with a major in Medical Technology and a minor in Chemistry and Biology. Kelli is an avid outdoorswoman and enjoys golfing, hunting, sporting clays, and she is incredibly involved with our community and charitable events. Kelli also enjoys spending time with her family, including her son and grandchildren.




Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More
Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
Learn More