Our Qualifications

Broussard-Kelly Financial Group offers clients an impressive experience in investment planning, insurance, and estate conservation.  During our 40 years in business, we have provided financial services to over 2,000 clients.

Broussard-Kelly Financial Group representatives hold a variety of professional designations and are well versed in a number of financial disciplines.  Our combined education and experience position us to offer broad-based financial planning our clients can trust.

Our professional education working for you--

Wally D. Broussard: ChFC, CLU, Advisory Associate

ChFC-Chartered Financial Consultant
CLU- Chartered Life Underwriter

Certified by the state of Louisiana to teach required continuing education courses in financial services to attorneys, CPAs, stock brokers, financial professionals/consultants and insurance agents.

Kristi B. Kelly: M.A., Operations Manager and Insurance Agent

M.A.- Master of Arts, USL 1998

 

To meet with a Broussard-Kelly Financial Group representative for a complimentary meeting contact us today.