Kelley Insurance & Financial was established in 1981 as an Independent Brokerage Agency by John W. Kelley - Insurance Broker. John is a native Washingtonian who attended school in suburban Maryland and the University of Maryland. John started in the Insurance Business in 1978 while living in Florida with John Hancock Financial Services. He attended the John Hancock Institute in Boston, MA learning advanced applications for insurance and financial products for both individuals and businesses.

John moved back into the Washington, DC area in 1981 and began his practice as an Independent Insurance Broker, rather than a captive Agent for any one particular company. Driven by the desire to provide the most competitive product solution in every situation. John believed that 'no one company' could ever have the best insurance and/or financial products in every circumstance. Therefore, John launched an 'Independent Brokerage Agency' so that multiple products could be offered from many different companies, which is the only way to ensure the best consumer value in every situation.

John 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, Kelley Insurance & Financial uses 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 Solution 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 specialize in Estate Planning. We have relationships with several top Metro area Law Firms and Tax Attorneys in order to get all the right answers to the most complex planning questions. In addition, your Estate and Business Planning documents can be professionally reviewed by experts, to be 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 a current Will, Revocable Trust, 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 financial future is on course!