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Kelly Hoehmann
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(508) 720-7012(508) 720-7012
Kelly HoehmannFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Waltham, MA
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Meet Kelly Hoehmann
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and
advocate through focusing on client needs and their priorities.
licensed in
AZ, FL, MA, NY, PA
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2020Began work in the Insurance Industry in 2018Education: Fordham University, B.S.
designations received
Insurance Designations: SSCFinancial Representative Designations: Series 7, Series 66
personal background
Family: My husband Matthew and three daughters; Peyton, Paige and AbigailCommunity Involvement: Member of the Marshfield Elks Lodge #2494 South Shore Astronomical Society
Kelly Hoehmann, Bankers Life Agent and Bankers Life Securities Financial Representative in Waltham, MA
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(508) 820-8301(508) 820-8301
Direct Phone:
(508) 720-7012(508) 720-7012
Cell Phone:
(570) 578-4882(570) 578-4882
Branch Info
300 5th Ave
Ste 6010
Waltham, MA 02451
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Awarded as a 2025 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Products & Services Offered in Waltham, MA
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Kelly Hoehmann
4.9
Rating 4.9
(10 Reviews)- October 29, 20255.0 out of 5.0Rating 5.0Very helpful
- May 18, 20255.0 out of 5.0Rating 5.0Excellent customer service
- April 24, 20255.0 out of 5.0Rating 5.0Incredibly knowledgeable and personable
- April 10, 20255.0 out of 5.0Rating 5.0Kelly is very personable. She is extremely knowledgeable. It’s all Greek to me and she explains it beautifully. She’s just a great person. She’s really really good and very easy to talk to.
- April 10, 20255.0 out of 5.0Rating 5.0My wife and I have relied on Kelly for sound financial advice for about three years now. All we have to do is email or text her with any questions that may come up and she responds within 24 hours.
- April 10, 20255.0 out of 5.0Rating 5.0Excellent customer service
- March 19, 20255.0 out of 5.0Rating 5.0Kelly has shown great appreciation for our needs and walked us through the workflow of Medicare and its supplements, with convincing proposals. It was a great experience for us to have a very knowledgeable and understanding agent. Will definitely recommend Kelly's services to friends, family and colleagues.
- February 12, 20255.0 out of 5.0Rating 5.0Very thorough knowledge. Friendly. Helpful suggestions. No hard sell here.
- August 19, 20244.0 out of 5.0Rating 4.0We have worked with Kelly for a few years now and her response times to questions is always quick. Her insight into the financial industry is extremely helpful to us whenever we ask for something and once Kelly understands our request or question, she will research as required or give an alternate view for us to compare.
- December 13, 20235.0 out of 5.0Rating 5.0Great customer service!
Thank you.
Displaying reviews 1 - 1 out of the 10 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Kelly
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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