Tracy Kelley, Financial Advisor located in Coldwater, MI

Financial Advisor
Tracy L Kelley

CFP®, ChFC®, CEPA®, AAMS®, CKA®
285 Division Street, Coldwater, MI 49036opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Volunteering
  • Camping

Team Members

  • Alisha Weiss
    Sr. Branch Office Administrator
  • Alexis Francapane
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(517) 278-8468

Fax

(888) 236-8071

Office Address

285 Division Street
Coldwater, MI 49036opens in a new window

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