The Conley Financial Group is a premier multi-line insurance brokerage and wealth protection firm. We have faithfully served the St. Louis community since 1982 with sound, strategic financial services that have helped to establish and sustain the wealth of our clients.
We serve corporations, nonprofit organizations, municipalities, medical providers, school districts and individuals using the latest technology in every area of our deliverables. As an integrated financial specialist, our financial services process encompasses the seven key financial services areas: legal implications of financial services, estate planning, insurance, finances, taxation, investment and retirement.
The Conley Financial Group offers access to personal lines, commercial insurance and risk management programs through the Crane Agency in St. Louis, Missouri. The Crane Agency was established in 1885 and is the largest independent insurance brokerage firm west of the Mississippi River.
Kathy Conley Jones created the "Planning, Protecting and Passing It On" seminar series, which provides comprehensive strategies in the areas of estate, business succession and employee and executive benefits. These services are available to successful businesses, individuals and organizations.
In addition, the strategically focused and engaging "Financial Services and Strategies for Women" initiative, assists women with financial empowerment, wealth creation and protection planning.
Protecting what matters most
Since 1982, The Conley Financial Group has been helping clients protect what matters most. Whether it's protecting your business or personal assets or providing for your family, you need a strategy and a partner who understands your goals.
Through strategic partnerships with some of the largest and most specialized insurance brokerage firms, we are able to bring corporate-sized "state-of-the-art" risk management programs to meet your goals and objectives.
Service, excellence & commitment
We believe that comprehensive insurance planning is a continuum, not a one-time event. The Conley Financial Group is committed to service excellence providing you with the highest quality and professionalism in the achievement of your financial objectives. Our organizational culture is driven by our commitment and dedication to those we are privileged to serve.
Our process
The Conley Financial Group, we believe that comprehensive insurance planning is a dynamic process of meeting life goals through intelligent and disciplined financial strategies. It is shaped by genuine needs and is not product-driven or influenced by the mass advertising of an increasingly crowded and confused financial marketplace.
Our professional approach is conservative, rapidly responsive and underpinned by a soundly based research methodology. We strive to provide you with a holistic, value-added service that goes beyond a list of recommendations. Our goal is to forge a long-term mutually beneficial financial alliance, by earning your confidence and trust in our integrity and professional competence. Our approach to our clients' needs is unique within the marketplace. We are process focused versus product driven.