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

Kiely Capital Management
Bernie and Yvonne Kiely
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Kiely Capital Management, Inc.

Personal Investment Management and Financial Planning

New Jersey Five Star Wealth Managers

Bernard M Kiely, CPA, CFP has, for the second year in a row, been named one of "New Jersey Five Star Wealth Managers" by

New Jersey Monthly Magazine

According to New Jersey Monthly Magazine, “the resulting list of 2012 Five Star Wealth Managers is a select group, representing less than 1 percent of the Wealth Managers in New Jersey.”

Bernie said “is it a real honor to be selected twice in a row to this prestigious list.”

Bernie and Yvonne have been providing income tax, financial planning and investment management services in Morristown, New Jersey for over 29 years.

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.

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.

Content of this website is the property of Kiely Capital Management, Inc. and is protected by copyright laws.

 
 
 
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.”

 
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