Business Details
36 Years
experience
Your Trusted Insurance & Financial Partner in Calverton, MD
Kelley Insurance & Financial has been serving clients as a full-service independent brokerage agency for over 30 years. Established by John W. Kelley, our team specializes in navigating complex risk management challenges while delivering tailored insurance and financial solutions. We prioritize a client-centered approach, recognizing that no two individuals or businesses share identical needs. By actively listening to client goals and concerns, we identify optimal product solutions from a curated selection of top-tier carriers. Our expertise extends to comprehensive estate and business planning, supported by strategic partnerships with leading law firms and tax attorneys in the Metro area.We ensure all planning documents remain current and leverage the latest tools available, offering professional review and updates for wills, trusts, and business agreements. Our commitment to objective analysis guarantees clients receive competitive options from trusted carriers, empowering informed decision-making. With decades of experience in employee benefits and retirement planning, we provide holistic solutions for individuals, families, and businesses. Our dedicated team continues to uphold its reputation for exceptional service quality while adapting to evolving client needs in an ever-changing financial landscape.
Services
Life Insurance
Health Insurance
Income Protection
Annuities
Long Term Care
Medicare Planning
Retirement Planning
Estate Planning
Employee Benefits
Risk Management
Details
- Year established: 1990
Highlights and features
- 30+ years of experience in insurance and financial planning
- Client-centered approach tailored to individual needs
- Access to top-tier insurance carriers and financial products
- Strategic partnerships with leading legal professionals
- Objective market analysis for competitive solutions
Services
Life Insurance
We offer comprehensive life insurance solutions tailored to individual and family needs. Our services help protect loved ones through customizable policies that provide financial security. With access to multiple carriers, we ensure competitive rates and coverage options that align with clients' long-term financial goals.
Retirement Planning
Our retirement planning services create personalized strategies for financial independence. We analyze current assets and future goals to develop sustainable income plans. Specialized expertise in annuities and tax-efficient withdrawal strategies helps clients maximize their retirement resources while minimizing risks.
Estate Planning
We provide comprehensive estate planning solutions through strategic partnerships with top legal professionals. Our services include wills, trusts, and business agreements review to ensure proper asset distribution. We help clients implement current planning tools while maintaining compliance with evolving regulations.
Employee Benefits
Our employee benefits programs help businesses attract and retain talent through competitive insurance packages. We specialize in customized health, dental, and retirement plans that meet organizational needs. Our services include plan design, carrier selection, and ongoing compliance support for employers of all sizes.
Risk Management
We develop tailored risk management strategies to protect personal and business assets. Our approach identifies potential exposures and implements insurance solutions to mitigate financial losses. Services include liability coverage analysis, business continuity planning, and specialized insurance products for unique risk scenarios.
People
John W. Kelley
Founder
John W. Kelley established the agency with over three decades of insurance and financial services experience. He specializes in creating comprehensive risk management strategies while maintaining a client-focused approach. His expertise spans estate planning, retirement solutions, and business insurance programs.
Questions
What insurance products do you offer?
We provide life, health, long-term care, annuities, and Medicare insurance products, along with comprehensive risk management solutions for individuals and businesses.
How do you help with retirement planning?
We create personalized retirement strategies using annuities, income protection plans, and tax-efficient withdrawal strategies tailored to your financial goals and current assets.
Do you serve both individuals and businesses?
Yes, we offer customized solutions for individuals, families, and businesses including employee benefits programs, estate planning, and business risk management.
How are you different from other agencies?
As an independent agency, we represent multiple carriers and maintain strategic legal partnerships to provide objective analysis and comprehensive solutions tailored to your specific needs.
What areas do you serve?
We primarily serve Calverton, Maryland and the surrounding Metro area, with additional office locations in Washington, DC.
