Kevin Paul Kelly Associates is an independent financial services firm located in Traverse City, Michigan. Specializing in financial and investment management services, they offer comprehensive online services, retirement planning, estate planning, education planning, and health insurance solutions.
With a focus on individual and family financial planning, Kevin Paul Kelly Associates also provides brokerage accounts, stock option analysis, and fee-based third-party money managers for high-net-worth individuals. Their expertise extends to small to mid-sized businesses, offering SEP IRA, SIMPLE IRA, profit sharing, and 401K plans.
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