Personal Financial Representative in Charleston, SC
my agent
Zack Kelly
Office Hours:
| Mon | 8:00 AM - 6:00 PM | |
| Tue | 8:00 AM - 6:00 PM | |
| Wed | 8:00 AM - 6:00 PM | |
| Thu | 8:00 AM - 6:00 PM | |
| Fri | 8:00 AM - 6:00 PM | |
| Sat | 8:00 AM - 1:00 PM | |
| Sun | Closed |
About Zack Kelly - Charleston Personal Financial Representative
As a Personal Financial Representative in Charleston, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Charleston office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
Education
- B.S. East Carolina University
Meet the Team
Zack Q Kelly from the Zack Kelly Allstate Insurance Staff
Zack Q Kelly
Personal Financial Representative
Zack Kelly grew up in Wilmington, North Carolina where he met his wife, Lisa, in their Freshmen English class. After graduating from New Hanover High School, he attended East Carolina University where he obtained his Bachelor of Science Degree in Political Science.
In 2008 Zack entered into the Insurance business and moved to Charleston, SC to work with a national financial group. Over the next four years Zack worked with many high net-worth individuals whom he consulted with and guided on many types of insurance and financial products both personally and professionally.
In 2016 Zack joined Allstate Financial Services, LLC to help local families in the Charleston, SC area to prepare and protect their financial lives for retirement. Zack specializes in life insurance and retirement for people of many ages and walks of life. Zack’s background in finance and business helps him educate customers on Allstate products and services available to protect their most valuable assets so they can select the options to best meet their needs.
Zack currently resides in Mount Pleasant, South Carolina with his wife, Lisa, and their two girls, Sam (8), and Cooper (6). Zack is an avid golfer and member of the Country Club of Charleston.
In 2008 Zack entered into the Insurance business and moved to Charleston, SC to work with a national financial group. Over the next four years Zack worked with many high net-worth individuals whom he consulted with and guided on many types of insurance and financial products both personally and professionally.
In 2016 Zack joined Allstate Financial Services, LLC to help local families in the Charleston, SC area to prepare and protect their financial lives for retirement. Zack specializes in life insurance and retirement for people of many ages and walks of life. Zack’s background in finance and business helps him educate customers on Allstate products and services available to protect their most valuable assets so they can select the options to best meet their needs.
Zack currently resides in Mount Pleasant, South Carolina with his wife, Lisa, and their two girls, Sam (8), and Cooper (6). Zack is an avid golfer and member of the Country Club of Charleston.
Education
- Bachelor of Science from East Carolina University
Be Ready For Whatever the Road May Bring.
From fixing a flat to getting a jump, Allstate offers several roadside assistance plans to help get you back on the road. Let’s find the roadside product that best suits your needs and your budget.
Learn More about Roadside: Product OptionsRequest An Appointment with Zack Kelly
Want to request an appointment for a call or visit? Use the calendar to pick the date you'd like to visit and then choose a time. While we can't guarantee agency availability, your request will route to the agency inbox and we'll do our best to accommodate your schedule.
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Contact
Allstate Insurance Agent:
Zack KellyPhone:
(843) 806-8546(843) 806-8546
Fax:
(877) 460-7863(877) 460-7863
Areas Served:
Proud to serve the areas of Charleston, Mount Pleasant, Kiawah Island, Johns Island, James Island, West Ashley, Summerville. Call or email me today for a personalized financial review.
You can view my financial industry experience and background at FINRA’s BrokerCheck
My Account
Here to Help You
Photos
What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?Learn more about What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?
Learn more about What's the Difference Between Term and Permanent Life Insurance?Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.Learn more about Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.
Learn more about Why It Pays to Build Your Retirement Account NowPlan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.Learn more about Plan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.
Learn more about Plan Your Financial Future.Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.Learn more about Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.
Learn more about Calculator: Social Security & RetirementYou are now leaving Allstate. Classic Car insurance is not an Allstate product. The policy is provided/quoted by The Hagerty Group, LLC., a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information.Allstate is not responsible for the policy or privacy practices of The Hagerty Group, LLC. We encourage reading their privacy policy before providing personal information.
You are now leaving Allstate. Pet health insurance is not an Allstate product. The policy is provided/quoted by Embrace, a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information. Allstate is not responsible for the policy or privacy practices of Embrace. We encourage reading their privacy policy before providing personal information.
What's the Difference Between Term and Permanent Life Insurance?Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?Learn more about What's the Difference Between Term and Permanent Life Insurance?
Life insurance policies typically fall into two categories: term or permanent insurance. Which type of policy is right for you?
Learn more about What's the Difference Between Term and Permanent Life Insurance?Why It Pays to Build Your Retirement Account NowSee how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.Learn more about Why It Pays to Build Your Retirement Account Now
See how much you need to save to help reach your retirement goal—and what it could cost if you put off saving.
Learn more about Why It Pays to Build Your Retirement Account NowPlan Your Financial Future.New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.Learn more about Plan Your Financial Future.
New Family? Nearing Retirement? Make sure you're doing all you can to protect the life you deserve—no matter what stage you're at in life.
Learn more about Plan Your Financial Future.Calculator: Social Security & RetirementIs Social Security part of your retirement plan? Estimate your projected annual benefits.Learn more about Calculator: Social Security & Retirement
Is Social Security part of your retirement plan? Estimate your projected annual benefits.
Learn more about Calculator: Social Security & RetirementYou are now leaving Allstate. Classic Car insurance is not an Allstate product. The policy is provided/quoted by The Hagerty Group, LLC., a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information.Allstate is not responsible for the policy or privacy practices of The Hagerty Group, LLC. We encourage reading their privacy policy before providing personal information.
You are now leaving Allstate. Pet health insurance is not an Allstate product. The policy is provided/quoted by Embrace, a third party company not affiliated with or endorsed by Allstate, under an expanded market program. Click here for program information. Allstate is not responsible for the policy or privacy practices of Embrace. We encourage reading their privacy policy before providing personal information.
Zack Kelly is insurance licensed in the state(s) of North Carolina, Ohio, and South Carolina. If you do not reside in the state(s) of North Carolina, Ohio, or South Carolina, please go to the Find an Agent section on allstate.com to search for another Allstate Agent or Personal Financial Representative.
Subject to terms, conditions & availability.
This material is intended for educational purposes only. Life insurance issued by Allstate Life Insurance Company: Northbrook, IL; and American Heritage Life Insurance Company: Jacksonville, FL. In New York, Allstate Life Insurance Company of New York: Hauppauge, NY. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Check the background of this firm on FINRA's BrokerCheck website.
Subject to terms, conditions & availability.
This material is intended for educational purposes only. Life insurance issued by Allstate Life Insurance Company: Northbrook, IL; and American Heritage Life Insurance Company: Jacksonville, FL. In New York, Allstate Life Insurance Company of New York: Hauppauge, NY. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Check the background of this firm on FINRA's BrokerCheck website.
