Kevin Paul Kelly & Associates

Mar 7, 2026 3:09 AM

2226 South Airport Road West Suite C
Traverse City, MI (Michigan) 49684-4706
(231) 929-9****

Business Details

34 years Since 1981 Kevin Kelly (Owner) (231) 929-9612 (Fax)

Products:	Iras, Mutual Funds, Individual Retirement Account
Services:	Services Tailored To Your Needs & Goals
Certifications:	Certified Financial Planners
General Content:	Kevin P. Kelly & Associates And Financial West Group Are Unaffiliated Entities, Kevin Paul Kelly & Associates And Fwg Are Unaffiliated Entities, Rollvers Secuirites, Securities Offered By Financial West Group Member Finra/sipc, Securities Offered Through Financial West Group (Fwg), Services Tailored To Your Needs & Goo Ls, Long Term Care Insurance, 124310Attr:disability Insurance, 124660Attr:annuities, 126420Attr:retirement Plans, Financial Planning, Life Insurance, Mutual Funds
Credit Rating:	Very Good
Sales Volume:	500K
Employee Size Range:	1-4
Franchise/Chain:	Standalone
Professional Associations:
Number of PC's:	2-9
Square Footage:	2500-9999
Fortune 500:	No

Additional Categories

Kevin Paul Kelly & Associates is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:

Estate Planning & Administration
Financial Planning Consultants & Services
Insurance Annuities
Insurance Health
Investment Advisory Service

North American Industry Classification System (NAICS) Categories:

Portfolio Management > Financial Planning & Services
Investment Advice
Direct Health And Medical Insurance Carriers > Managed & Health Care Plans > Insurance Health
Other Direct Insurance (Except Life, Health, And Medical) Carriers > Insurance Carriers By Specialty > Annuities Insurance
Offices Of Lawyers > Attorneys Estate Planning Law

Standard Industry Classification (SIC) Categories:

Investment Advice
Investment Advice > Financial Planning & Services
Hospital And Medical Service Plans > Managed & Health Care Plans > Insurance Health
Insurance Carriers, Nec > Insurance Carriers By Specialty > Annuities Insurance
Legal Services > Attorneys Support Services > Estate Planning & Administration

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