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About us
Mission Statement
To
customize an insurance portfolio
for our clients to help them
meet their financial goals and
provide quality customer service.
Kim Stanley Insurance and Financial
Services, Inc. offers a broad
range of insurance and investment
programs. We take a TEAM approach
to provide plans consistent
with your financial objectives
and business philosophy.
Educating employees is the
key to the success of any plan.
Through clear and concise communication,
we help employees and their
families understand and use
their benefits effectively.
For over 17 years, Kim Stanley
Insurance and Financial Services,
Inc. has provided clients and
their employees the best benefit
programs available at the most
affordable price.
As a professional employee
benefits firm, we are
dedicated to delivering the
highest quality products underwritten
by companies with the highest
financial ratings.
Our long term partnership
and continuing quality service
includes:
Monitoring
your plan to manage cost increases
Utilizing
our resources to optimize
your time
Facilitating
communication between all
parties
We have a commitment to client
satisfaction and we adhere to
our corporate values of:
Character, Honesty and Integrity
Involvement within our Communities
Teamwork
Innovation and Creativity
Personal Responsibility
Passion for Excellence
Kim Stanley Insurance and
Financial Services, Inc. continues
to be recognized in:
Jacksonville Business Journal
Book of Lists
Women Business Owners of
North Florida - Past President
Southside Chamber of Commerce
CEO Roundtable of Women
Owned Business
Million Dollar Roundtable
Qualifier
Jacksonville Association
of Insurance & Financial
Advisors - Board Member
(JAIFA)
National Association
of Insurance & Financial
Advisors (NAIFA)
Construction Financial Management
Association (CFMA)
Jacksonville Women's Business
Center - Business Advisory
Council (BAC)
Presenter for AAA Construction
School Inc.
A critical element in any benefits
program is the depth and experience
of the people who will interact
with you to meet your goals.
The combined experience and
individual talents of our associates
provide a creative environment
for developing effective approaches
and solutions to issues.
We invite you to visit our
office to meet the associates
who will be working with you
and to see first-hand how we
work.
Securities
offered through O.N. Equity Sales Company;
One Financial Way; Cincinnati Ohio;
45234; 513.794.6784. Member NASD/SIPC.
Visit the Securities Investor Protection Agency at www.sipc.org
Visit the National Association
of Securities Dealers at www.nasd.com