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Getting Started

Welcome to Kiely Wealth Advisory Groups general questions and answers section. We hope you find it helpful and informative. If you don't find the answer to your question below, please submit a new one at the bottom, send us a comment using the Contact Us form, or call our toll-free number at 1-877-366-5623.

 

Where do I begin?

Call us (at 1-877-366-5623) and discuss the concerns that have brought you this far. One of our advisors will make an appointment for you to come to our office. Our initial consultation session is free. This friendly exchange of information and ideas will help you get to know us a little better. Together we will discuss your concerns and questions, review the areas in which we can advise you, show you examples of our work and discuss fees.

Do I really need a financial advisor?

If you are considering the uncertainties of retirement; going through a difficult financial transition; are uncertain about the practicality of your life plans or in need of experienced counsel, you should consider a comprehensive financial advisor. Professional advisors can offer a wealth of experience, contribute significant investment knowledge, and add significant value.

Why should I choose a fee-only advisor?

Choosing an advisor is a very personal decision that may come with some uncertainty. What we offer is financial advice on how to solve investment porftolio related issues, management, investment allocation and strategies for this day in time. What our clients get is peace of mind which comes from working with advisors that they trust will put their needs first. As fee-only advisors, we do not sell or receive compensation from recommending specific investments or insurance. Our success depends on the quality of our advice and the satisfaction of our clients.

What is the advantage of working with a boutique firm like The Kiely Group?

We use a team approach at Kiely Wealth Advisory Group. Your advisor will coordinate and monitor the services we provide. He or she will also help provide or refer a service team which will include tax and/or financial planning experts as needed.

How much time should I allow for my first meeting?

An hour or two is sufficient for most people.