KPK - Kevin Paul Kelly & Associates Financial Services

Financial Services:

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Financial Planning
Retirement Planning
Estate Planning
Education Planning
Health Insurance

Call 231-929-9600 for more information

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. In addition to our office in Traverse City, we supervise branch offices in Buffalo, NY; Milwaukee, WI; New York City; Philadelphia, PA and New Jersey. We are registered representatives of Financial West Group, a full service brokerage firm located in West Lake Village, CA.

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 Investors

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

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

Securities offered through Financial West Group (FWG), Member FINRA/SIPC. Kevin Paul Kelly & Associates and FWG are unaffiliated entities. Kevin Paul Kelly & Associates is an independent Registered Investment Advisor.

The information posted on this website is for informational use only. As such, it is illustrative in nature and subject to change. This is neither an offer to sell nor a solicitation of an offer to buy any securities that may be mentioned herein. Nothing on this website should be considered financial or business advice. Users are encouraged to consult with a professional before making any investment decision. All investment reporting is based upon historical information and should not be considered indicative of future results. Kevin Paul Kelly & Associates will never guarantee specific investment results. The information contained herein has been obtained from sources considered to be reliable, but Kevin Paul Kelly & Associates does not guarantee the accuracy of any specific statement contained herein.

Kevin Paul Kelly Financial Services proudly serves clients across the U.S. and locally in the counties of Grand Traverse, Leelanau, Benzie, Antrim and Kalkaska and the communities of Acme, Alberta, Bellaire, Beulah, Buckley, Cedar, Elk Rapids, Empire, Fife Lake, Frankfort, Glen Arbor, Honor, Interlochen, Kalkaska, Kingsley, Lake Ann, Leland, Mancelona, Northport, Suttons Bay, Thompsonville, Traverse City and Williamsburg, Michigan.