Since 1973
Since 1973, Your Trusted Insurance Partner
At Kalish Financial Services, we have been redefining the way businesses and individuals approach insurance for over five decades. Headquartered in Philadelphia, our longstanding history and commitment to excellence form the foundation of everything we do.
Alan’s Story
Alan was born in Brooklyn NY and grew up in Philadelphia.
Alan began his college studies at Temple University.
While in college he enlisted in the US Naval Reserve. After completing Basic Training at Great Lakes Naval Training Center, he returned to his college studies at Temple University and graduated with BA in Sociology.
Alan began active duty in the US Navy and first served aboard the USS Northampton CC1.
He was then transferred to the USS Conyngham DDG17. This was a Guided Missile Destroyer home ported in Norfolk, VA. He sailed with her to the Caribbean and Mediterranean seas (as part of the 6th Fleet). He became the Weapons Department Yeoman with the rank of Third-Class Petty Officer.
After being released from active duty, he returned to Philadelphia and entered the insurance industry as an agent of Phoenix Mutual Life Ins Company where he established his own agency, Kalish Financial Services LLC.
Alan became proficient in the group insurance business and today manages many of his client’s employee benefits plans. One of the areas he has done much work in is Level Funded plans, where the company has the chance of having reduced rates because of favorable claims history.
He works closely with his business owner clients and their attorneys setting properly drafted Buy Sell and Key Person agreements.
Alan is also involved with his clients that have estates subjected to Estate and Inheritance Taxes and has worked with the client’s attorneys who created Irrevocable Life Insurance Trusts (ILITS).
Alan has a passion for educating his clients on the needs of Long-Term Care insurance and the five areas of how those needs can be covered. In addition, he also specializes in showing his clients the need for adequate income protection with disability income
insurance.
He is working as a broker representing the state exchanges, both in Pennsylvania and New Jersey, known as Pennie and Get Covered NJ, for those whose incomes qualify for Federal subsidies for their medical insurance.
He is particularly active in handling his clients Medicare related policies.
Four years ago, Keshia Brandley joined the firm as a Life and Health Insurance broker working as Alan’s assistant and in managing his business.
Alan’s has earned the designations of CLU, Charter Life Underwriter, RHU Registered Health Underwriter and REBC Registered Employee Benefit Consultant from the American College.
He is a member of his industries’ major associations:
NABIP – National Association of Benefits and Insurance Professionals
NAIFA – National Association of Insurance and Financial Advisors
SFSP – Society of Financial Service Professional
About Keshia
As a licensed Life and Health Insurance Broker serving Pennsylvania, New Jersey & Delaware, Keshia specializes in helping individuals, families, and businesses find the right coverage to protect what matters most. With a client-first approach, Keshia offers customized insurance solutions tailored to clients’ unique needs. She maintains a strong focus on:
Term & Permanent Life Insurance – tailored plans to provide peace of mind and financial security
Individual & Group Medical – health coverage options designed to fit clients’ needs and budgets
Dental & Vision Insurance – comprehensive plans to keep individuals and employees healthy
Short-Term & Long-Term Disability (STD/LTD) – income protection when life takes an unexpected turn
Group Life Insurance – affordable, scalable benefits for small and mid-size businesses
Medicare Advantage, Supplement & Prescription Drug Plans – clear, trusted guidance for seniors navigating Medicare options
Over the years, Keshia has had the privilege of guiding many clients through important insurance decisions — from securing financial protection for their families to building competitive employee-benefit packages for growing companies. Keshia also takes pride in supporting seniors as they navigate complex Medicare options. She is passionate about educating and empowering clients to make informed decisions. Whether clients are planning for the future, transitioning into retirement, or enhancing employee benefits, Keshia is here to make the process simple, transparent, and tailored to them.
Our Mission
Our mission is clear: To empower our clients through personalized, innovative strategies that secure their future and support their growth.
Every solution we design is built on a commitment to transparency, integrity, and trust, ensuring that every client feels confident and cared for.
Our Commitment
We believe that insurance should be more than just a transaction—it should be a partnership. Our team of seasoned professionals is dedicated to understanding your unique goals and challenges, providing the insight and support needed to turn ambitions into realities. As we embrace innovation and modern approaches, we remain grounded in the core values that have driven our success since 1973.
Looking Ahead
As we continue to grow and evolve, our commitment to you remains unwavering. At Kalish Financial Services, we are excited to lead the way into the future of insurance—delivering not only expert advice but also a personalized experience that you can trust.
We’d love to hear from you.
Take control of your future by contacting us today for a free consultation and let our expert team guide you through your insurance roadmap. Reach out now to schedule your personalized planning session and start building the secure future you deserve.