Exciting News at Kelly Financial

As we continue to strive toward finding solutions to serve our clients’ needs, we at Kelly Financial are excited to inform you that as of February 17, 2017, we have taken the best of what we do and enhanced it by merging with the international insurance brokerage firm Arthur J. Gallagher & Co. (NYSE:  AJG).

We have joined forces to become part of AJG’s employee benefits division, Gallagher Benefit Services, Inc.  In an increasingly complex and rapidly changing financial marketplace, this merger is intended to provide enhanced and expanded solutions to our clients.

As we move forward, please be assured that the service and expertise that our clients have come to expect will not be sacrificed.  We will continue to operate as Kelly Financial, an AJG company, with the same leadership, staff, location, and culture that has always been associated with Kelly Financial.  However, we will be gaining a valuable national presence and adding expertise which includes benchmarking data, group employee benefits, in-depth HR services, property/casualty insurance services and a host of other capabilities that meet our core values and practical approach to individual and employee benefits consulting. We are truly excited about this union and believe it will help us to be an even better business partner.

Please see the link below for an article that was recently published in the Wisconsin State Journal with regards to our recent merger.

WSJ Article

Check the background of this firm on FINRA’s BrokerCheck