Kelly Capital Partners of Michigan Email Formats

Financial Services • Royal Oak, Michigan, United States • 1-10 Employees

Kelly Capital Partners of Michigan Email Formats

Kelly Capital Partners of Michigan uses 2 email formats. The most common is {first initial} (e.g., j@kellycapitalpartners.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}	j@kellycapitalpartners.com	83.3%
{first name}	john@kellycapitalpartners.com	16.7%

Key Contact at Kelly Capital Partners of Michigan

Joann Schofding

Director of Marketing

Company overview

Headquarters	26676 Woodward Ave, Royal Oak, Michigan 48067, US
Phone number	+12482627217
Website	kellycapitalpartners.com
NAICS	52
SIC	679
Keywords	Tax Planning, Investment Planning, Pensions, Wealth Management, Income Planning, Roth Ira, Retirement Planning, Legacy Planning, Investment Strategies, Tax Reduction Strategies, Traditional Ira, Wealth Management Strategies, Health Care Planning, Safe Investments, Fixed Index Annuity, Guaranteed Investments, Safeguarding Retirement Assets, Retirement Finacial Advisory Firm
Founded	2012
Employees	1-10
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About Kelly Capital Partners of Michigan

Kelly Capital Partners is a Southeast Michigan independent retirement advisory firm. We provide financial guidance that retirees and pre-retirees, so then can achieve financial independence. We develop comprehensive financial plans that are designed to chart a course to retirement, and help you navigate during retirement. The customized Kelly Capital Retirement Roadmap uses financial vehicles that can take steps to help keep your principal protected from market loss, grow your net worth at a reasonable rate of return, keep up inflation and create income for a lifetime. At Kelly Capital Partners, we want you to retire with confidence and peace of mind. We want to help you plan to retire well. Advisory services offered through Kelly Wealth Management, Inc. (KWM) Kelly Capital Partners and KWM are affiliated entities. KWM is an SEC registered investment adviser located in Southfield, Michigan. KWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content herein does not constitute an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Kelly Capital Partners of Michigan has never raised funding before.

Kelly Capital Partners of Michigan Tech Stack

Discover the technologies and tools that power Kelly Capital Partners of Michigan's digital infrastructure, from frameworks to analytics platforms.

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Frequently asked questions

Kelly Capital Partners of Michigan is located in Royal Oak, Michigan, US.

You can reach Kelly Capital Partners of Michigan at +12482627217.

Kelly Capital Partners of Michigan was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Kelly Capital Partners of Michigan has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kelly Capital Partners of Michigan

Joann Schofding

Director of Marketing

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