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Kelly Adams (BA, CFP®, EA)

Kelly Adams focuses in the
following client markets or areas of practice:

  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive financial planning including tax planning and preparation.

Additional Information

Website: www.harborlightplanning.com

NAPFA Start Date

April 06, 2000

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

28345 Beck Road Suite 411 Wixom, MI 48393 Phone: (248) 344-9616
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