Kevin Paul Kelly & Associates is an independent financial services firm, specializing in Financial and Investment Management Services. We are located in Traverse City, Michigan at Logan's Cove on beautiful Boardman Lake
Call 231-929-9600 for more information
Financial Planning
- Individual/Family Financial Planning And Review
- Central Asset Brokerage Accounts
- Individual and Business accounts
- Monthly/Quarterly and Year-End Statements
- Checking Account MasterCard® Rewards Program
- Comprehensive Online Services
- Consolidated Online Statements
- Research
- News
- Quotes
- Bill Payment Service
- Electronic Funds Transfer Services
- Direct Deposit Service
- Money Managed Accounts
- Fee-Based Third Party Money Managers for
High-Net-Worth Individual Investor
- Fee-Based Third Party Money Managers for
High-Net-Worth Individual Investor
Retirement Planning
- Individual/Family
- Rollover IRAs, Traditional IRAs, Roth IRAs
- Variable and Fixed Annuities
- Stock Option Analysis
- Small to Mid Sized Businesses
- SEP IRA, SIMPLE IRA, Profit Sharing, 401K
- SEP IRA, SIMPLE IRA, Profit Sharing, 401K
Estate Planning
- Estate Preservation Strategies
- Term and Whole-Life Insurance
- Long-Term Care Insurance
Education Planning
- 529 Plans
- Coverdall Education Saving Accounts
- Custodial Accounts
Health Insurance
- Small, Mid, and Large Group Health Plans
- Disability Income Protection Insurance
In the News:
Read the Record Eagle's article; Kevin Paul Kelly & Associates advises on the shore of Boardman Lake
