Home Page :: Kiely Capital Management, Inc. Contact Bernie today for more information Home Page :: Kiely Capital Management, Inc. Learn More about Investment Management Learn More about Financial Planning Bernie and Yvonne Kiely

Kiely Capital Management
Bernie and Yvonne Kiely
Mission Statement
Bernie's FAQ
Press Room
About Our Services
Get Acquainted
Two Hour Consultations
Financial Planning
Kiely Capital Tax Servcies
Investment Management
Choosing Your Financial Advisor
Why Fee Only
NAPFA Fiduciary Oath
Disclosure
Our Fees
Contact Bernie Today

   Call Kiely Capital Today 973-455-1894 973-455-1894

How We Work

Our goal is to form long-term relationship with you. We work with those who understand the value of professional investment management and who wish to delegate the responsibility of investing their life savings to a trusted and experienced professional.

" WE ARE FEE-ONLY FINANCIAL PLANNERS AND INVESTMENT ADVISORS.
OU
R MISSION IS NOT TO SELL INVESTMENT OR INSURANCE PRODUCTS. WE RECEIVE NO COMMISSIONS OR REFERRAL FEES.
"

We are fee-only financial planners and investment advisors. Our mission is NOT to sell investment or insurance products. We receive no commissions or referral fees.

What You Can Expect

  • You will complete an organizer and returned to KCM
  • Upon the execution of your engagement letter a 50% retainer is due.
  • KCM will prepare and present your individual preliminary plan. This will include a 1 to 3 hr office meeting
  • A final plan will now be crafted and presented to you. This will also include a 1 to 3 hr office meeting
  • Now our goals are clearly defined and agree upon. The implementation of your personal financial plan will be put in action!

 

 

 

 

 

 

 

 

 

 

       

 
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”

 

©2010 Kiely Capital Management Inc. All rights reserved.
Website Design and Website Development by VIP Solutions.biz