Kelley Insurance & Financial was established in 1981 as an Independent Brokerage Agency by John W. Kelley – Insurance Broker. Kelley Insurance & Financial has assisted hundreds of individual and corporate clients realize their objectives and goals through professional Risk Management, Estate/Financial Planning and Employee Benefit Programs. Recognized for outstanding quality of work and service, we use a client-centered approach for solving needs. We feel that no two individuals or businesses have the same needs, therefore we first take the time to listen and understand your goals and concerns. Then we seek out the very finest product Solutions available from a carefully selected group of companies we represent. We know all the right questions to ask, so you will get the right answers every time! We do all the work by first shopping the market for the insurance and/or financial products you are interested in and then provide an objective analysis of all options from the most competitive carriers.
We also specialize in Estate and Business Planning. We have relationships with several top Metro area Law Firms and Tax Attorneys in order to take care of your all your planning needs. From a relatively easy Estate to the most complex planning situations we know where to get the right answers. In addition, your Estate and Business Planning documents can be professionally reviewed by experts, to make certain your plan is current and that you have taken full advantage of all the planning tools available. If necessary these firms can prepare new, or update your Wills, Trusts, Durable Power of Attorney, Trusts, Buy-Sale Agreement, Business Agreements etc.
We invite your inquires – get an Insurance, Financial and/or Employee Benefits ‘Check Up’ today and make sure your future is on course!