Get Acquainted Session

If you are interested in Investment Management, the process starts with a free consultation in our office. This is not a problem solving session, but a get-acquainted meeting. We will discuss our services and fees and we will review samples of financial plans, investment reports and the other documents used in the planning process.

Our goal from this meeting is to help you understand the variety of investment services we offer, and to determine which products would be of value to you.

Not exactly what you were looking for?


Do you need advice on several specific financial questions? Consider our Two-Hour Consultation! Click here to learn more!



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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.”

© 2018-2020 Kiely Capital Management Inc. All rights reserved.

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