We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

David P. Kelly, CFP®

8245 Holly Road

Suite 201

Grand Blanc, MI 48439

T 810.695.3589

F 866.522.9603

TF 800.521.9767

Price is what you pay. Value is what you get.