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Our Services

At McKellop Financial Group, LLC, we create customized solutions for individuals and organizations utilizing insurance and investment tools to facilitate the accumulation, preservation and distribution of wealth.

Some areas in which we can provide personal and business solutions include:

Insurance Products

  • Life/Health/Disability Insurance
  • Long Term Care
  • Business Continuation
  • Survivor Benefit Planning
  • Executive/Employee Benefits

  • Investment Tools*

  • IRA/401k/CD Rollovers
  • Retirement/Employee Pension Programs
  • Stocks, Bonds, Mutual Funds
  • REITs, Annuities
  • Charitable Giving

  • Contact us for a complimentary assessment of your existing coverage or potential needs.

     

    *Securities offered through FSC Securities Corporation, Member NASD, SIPC & Member of AIG Advisor Group