KMS Financial Group
Phone: (904) 657-3381
Address:
9250 Baymeadows Rd., Suite 120
Jacksonville, Florida 32256
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About KMS Financial GroupWe are an independent Insurance Brokerage & Financial Firm dedicated to assisting clients with their most significant planning needs. We offer a variety of insurance & financial products paired with unbiased expertise and recommendations. As an independent firm we have the ability to truly act on behalf of our clients in choosing the best available products to meet your objectives. Our goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing that we have helped business owners, young professionals, growing families and retirees alike
What differentiates you from the competition?We are a service first company and scale accordingly. We work hard to obtain clients but we work harder to keep them and build relationships and partnerships with them. Everything we do is from a consultative approach and unique to each client.
What are your top selling services or products that your company offers?our team and the people we have serving our clients. In insurance, products are what they are but it's our ability to utilize multiple products and our relentless efforts to make sure that we are maximizing offerings based on the budget of clients
If you had one message to get across to future customers, what would it be?If you want a boutique experience with all of the same products, technologies and services that some of the "big houses" offer, reach out to us. We can rival any of the "big houses" in terms of products, but with superior plan design and service.
What is the biggest marketing challenge that you will face in the upcoming year?the ability to continually demonstrate value to our clients in an insurance landscape that is continually increasing costs. Being an early adopter of industry standards and trends as to always ensure that we are continuing to find cutting edge solut
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