Robert P. Kelly Financial is a leading expert in retirement planning in his local communities. As an independent agency, we are able to serve you with the best products on the market from all major carriers.

Our goal is to provide personalized service for your financial needs, maintaining trust and top-quality throughout.

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headshot Robert Kelly has been serving his clients as an independent agent in Florida since 1999, and, 9 years ago expanded his business to service his many clients in Michigan. Robert was a featured representative and expert on two Nationally Syndicated Radio Shows, “Straight Talk Wealth Radio” and “The Retirement Solution Show.” Our offices are licensed in Florida, Michigan, Ohio, North Carolina, Virginia, and Texas.

We offer Fixed Index Annuities as well as other types of insurance products including Health Insurance, Medicare Advantage and Medicare Supplements, Life Insurance, Disability Insurance and Long Term Care Insurance.

We are affiliated with top-flight national agencies and have back office support and guidance on case design and product training, making sure we bring the right products to our clients. We are independent agents, which means we can seek out the best products from all the major carriers’ offerings, working with all the major A-rated carriers in the various fields to find the right products for our clients at the best rates possible.

Client Testimonials

“My wife and I are glad to be in an annuity given what the stock market has been doing and what it possibly will do in the months ahead.”
– John C. Allen Park Michigan

“In my first meeting with Bob Kelly he had good information on the companies he worked with, and products they offered for new clients. He had active licenses in several states. He worked with me in several meetings and I chose my investment. A good man to work with.”
– Donald S. West Palm Beach FL

“Bob Kelly is professional and explains the products he represents very well. He follows up to make sure you understand and feel comfortable about your investment. He visits and updates you on your investment annually. Excellent follow up and concern for his clients.”
– Ken H. Lighthouse Point Florida

“Robert Kelly is very knowledgeable in what he says and does and always available…a true diamond in this time of uncertainty!”
– Estelle B. Berkley Michigan

“Bob Kelly is a highly knowledgeable professional in his field. He will carefully listen to his clients, analyze their specific needs and then recommend fair and appropriate insurance answers. He conducts his business with integrity and honesty – attributes which seem to be in diminishing supply these days. Above all, Bob will stick by his clients and respond to on-going questions and challenges in a very timely, attentive and reassuring way. I unhesitatingly recommend his services.”
– Keith H. Parkland Florida