Business Details
Your Trusted Insurance & Financial Partner in Calverton, MD
Kelley Insurance & Financial has been serving clients with comprehensive risk management and financial planning solutions for over 30 years. Founded by John W. Kelley, our independent brokerage agency prioritizes a client-centered approach, tailoring insurance, retirement, and estate planning strategies to meet individual and business needs. We collaborate with top-tier carriers and legal professionals to deliver objective analyses, competitive product solutions, and expert guidance on complex planning matters. Our commitment to personalized service ensures clients receive precise recommendations, backed by extensive industry experience and a dedication to long-term financial security. Services
Life Insurance
Health Insurance
Estate Planning
Retirement Planning
Employee Benefits
Highlights and features
- 30+ years of experience in risk management and financial planning.
- Client-centered approach tailored to individual and business needs.
- Objective market analysis from top-tier insurance carriers.
- Partnerships with Metro area law firms for complex planning.
- Expert review of estate and business planning documents.
Services
Life Insurance
We offer tailored life insurance solutions to protect families and businesses. Our policies provide financial security for dependents, estate planning support, and business continuity. With access to multiple carriers, we help clients find coverage that aligns with their long-term goals and budget.
Estate Planning
Our estate planning services ensure your assets are distributed according to your wishes. We collaborate with legal experts to create wills, trusts, and advanced directives. This comprehensive approach safeguards your legacy while minimizing tax implications for beneficiaries.
Retirement Planning
We develop personalized retirement strategies to maximize financial security. Services include 401(k) plans, IRAs, annuities, and tax-efficient withdrawal methods. Our goal is to help clients achieve their desired lifestyle in retirement while managing risks.
Employee Benefits
We design comprehensive employee benefit packages for businesses, including health insurance, retirement plans, and executive compensation programs. Our solutions attract talent while ensuring compliance with regulatory requirements and cost-effectiveness for employers.
Risk Management
Our risk management services identify potential threats to personal and business assets. We implement strategies like liability coverage, business interruption insurance, and contingency planning to protect clients from financial losses due to unforeseen events.
Questions
What services does Kelley Insurance & Financial offer?
We provide life/health insurance, retirement planning, estate planning, long-term care solutions, Medicare guidance, and employee benefit programs for individuals and businesses.
How does Kelley Insurance & Financial personalize its services?
We begin by understanding your unique goals through detailed consultations, then leverage our carrier network and legal partnerships to create customized financial strategies.
Do you work with both individuals and businesses?
Yes, we serve both individuals seeking personal financial security and businesses needing risk management, retirement plans, and employee benefit solutions.
What areas do you serve?
We primarily serve Calverton, Maryland, and the broader Washington, DC metropolitan area, with virtual consultations available nationwide.
How long has Kelley Insurance & Financial been in business?
Our agency has provided financial solutions for over 30 years, combining deep industry experience with evolving market expertise.
