Kiely Capital Management, Inc. Contact Bernie today for more information Kiely Capital Management, Inc. Investment Management Financial Planning Bernie and Yvonne Kiely

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Kiely Capital Management, Inc.

Personal Investment Management and Financial Planning

Kiely Capital Management is solely concerned with assisting you in meeting your life goals through the proper management of all your resources. Our success is not measured by performance statistics but rather by your success in achieving your long-term financial goals.

We provide a complete package of financial services that are seamless and completely coordinated - the way it should be. When you use individual Investment Managers, Stock Brokers, CPAs, and Insurance Agents, your personal and special needs tend to be overlooked due little coordination between each professional.

Bernie Kiely's Most Frequently Asked Questions

We are a true Fee-Only Investment Management and Financial Planning firm. Our services include discretionary asset management, retirement planning and income tax preparation. Our firm is registered with the United States Securities and Exchange Commissions as a Registered Investment Advisor. The only thing we sell is good advice.

Kiely Capital Management was established in 1983. We are located in Morristown, New Jersey , within walking distance of the Morristown Green.

Click here to find the right financial services package to fit your individual needs.

 

       

Kiely Capital Management, Inc. is a registered investment advisor with the United States Securities and Exchange Commission. Kiely Capital Management, Inc. may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Kiely Capital Management, Inc. is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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