Our Services

Get-Acquainted Meeting

This meeting is a chance to get acquainted, not a problem solving session. We will look at samples of financial plans, investment reports and other financial materials. We will also discuss our services and fees. This consultation will assist you in the process of determining your financial planning needs. » Learn More

Two-Hour Consultation

This is a real working financial-planning session. It is ideal for those who do not want the conflicts inherent in commission-based planning and do not want the expense of a complete written plan. For 120 minutes you control the agenda. We will discuss your financial planning, income tax or investment problem. The goal is to give you as much information as possible during your two hours. » Learn More

Financial Planning

At Kiely Capital Management, our specialty is financial planning for your retirement, whether it is just around the corner or 20 years down the road. Our goal is to help you make the decisions that maximize the benefits of retirement for you and your family. We want to help make your transition to retirement as enjoyable as possible.

Retirement is a time when you are faced with many important issues to resolve, each in a very short time frame. As you deal with the emotions of not having to go to the office anymore, you are confronted with an array of pension, cash flow, investment, insurance and tax decisions. Some of the decisions will be irreversible. Wouldn't you want guidance from a competent and skilled advisor whom you can trust before you make these important decisions? » Learn More

Investment Management

Kiely Capital Management provides Investment Management services for approximately 60 families. This includes discretionary asset management, financial and retirement planning, income tax projections, and income tax preparation. KCM provides its clients with one-stop shopping for all their financial needs on a Fee-Only basis. Wouldn't you like to become family 61? » Learn More