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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.

 


 
 
 

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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