Kelly Capital Partners in Royal Oak, MI – Reviews, Hours, and Contact Details

Janie and Sean open New Office In Royal Oak on Woodward

Janie and Sean Kelly collaborating with our team

Sean Greeting Clients at Dinner Kelly Capital Partners Dinner and Discover event

Picture with New Kelly Capital Partners office sign and grand girls

Janie enjoying clients at KCP Client dinner event

In office and Zoom meetings allow us to get to know folks and gather information for retirement plan design

Janie Kelly Teaching Retirement Planning Workshop at Schoolcraft College

Janie Kelly in studio for weekly radio show,

Kelly Capital Partners Financial Consulting

5.0 1 reviews on

Kelly Capital partners is a unique retirement planning firm. We design retirement plans specifically for the individual making sure we're concentrating on their goals and concerns for the future. We incorporate several types of retirement planning software so that we can achieve the most probable scenarios, using investments and insurance. We are independent fiduciaries meaning we are not tied to any brokerage firm, bank etc. We have a 3 meeting process which includes a full retirement plan withincome, investment, healthcare, tax and legacy planning.

Website: kellycapitalpartners.com

Phone: (248) 262-7217

Interested in our services?

Closed now

Fri 9:00 AM - 5:00 PM
Sat Closed
Sun Closed
Mon 9:00 AM - 5:00 PM
Tue 9:00 AM - 5:00 PM
Wed 9:00 AM - 5:00 PM
Thu 9:00 AM - 5:00 PM

26676 Woodward Ave Royal Oak, MI 48067 ·366.49 mi

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Reviews

5.0 1 reviews

5 star

1 4 star

0 3 star

0 2 star

0 1 star

Nancy A. 01/15/26

I've worked with Kelly Capital Partners for several years, and their full-service financial guidance is consistently professional, profitable, and responsive to changing economic...

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