17218 Van Wagoner Road
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Taggert M. Kelly graduate of Spring Arbor University with a Bachelor's degree in Business Finance has been a financial professional since 1995. Tag is series 7, series 6, series 63, series 65 registered through LPL Financial, Life and Health licensed in the state of Michigan, Florida, Missouri and South Carolina and P&C licensed in MI. He stays current with many continuing education seminars and focuses on retirement income and Medicare advantage plans. He enjoys golf, sports and trips to Hawaii were he spent summers in his childhood. Taggert Kelly is an Investment Adviser Representative with LPL Financial.