The Kaleel Company, Inc.

CONNECT

Address:

77 Franklin St Suite 501
Boston, MA 02110

Phone:

(617) 338-8747

Fax/Other:

(617) 338-9410

About

Our Vision

We have been working with individuals and businesses in the area for several years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a the financial future you envision.

We're looking forward to using our expertise to help you pursue your financial hopes and dreams.

 

Since 1971, The Kaleel Company has been applying innovative investment and insurance strategies for our clients throughout their lives.

 


Our Unique Strategy

 

The Custom Financial Analysis and Review™ (CFAR™) system was designed by Kaleel Company to do one thing, and do it very well – to help you organize the complexities of your financial life, reduce your risk and enhance your wealth.  

                          

Our process listens for your questions, your concerns, and your financial picture in order to develop a clear understanding of your special circumstances and what is most important to you. We then work to apply customized strategies designed to help you solve your issues, plan for the future, and reach your future destination.

 


Our Team

 

Michael M. Kaleel, CLU®, ChFC®

 

Founder and President of The Kaleel Company Inc., and managing Partner of Kaleel Investment Advisors, LLC, Michael has been providing innovative insurance and investment planning since 1971. 

 

With extensive and rare experience serving the precise needs of those with significant wealth, Michael focuses on assisting founders, officers and directors of public and private companies with their personal wealth and business needs including tax saving strategies and asset and liability management. He guides clients with diversification strategies for concentrated public and private equity positions as well as pre-liquidity planning and post liquidity wealth management.

 

Michael has written and lectured nationally and internationally, on the subjects of wealth accumulation and wealth transfer programs.  He has received many awards and accolades for his achievements and is a life and qualifying member of the Million Dollar Round Table (MDRT), a life and qualifying member of “Top of the Table,” (TOT) and has served multiple terms as a member of the TOT Advisory Board.

 

Michael is a member of the Association of Advanced Life Underwriters (AALU); Forum 400, NAIFA Northeast and the Boston Estate Planning Council. He is a registered representative through Lincoln Financial Securities Corporation, Member FINRA, and holds equity ownership in Lion Street.

 

Michael has earned the designations of Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®). He holds a Bachelor of Science in Marketing from Southern New Hampshire University, and has earned accreditation from The American College in the areas of Investments, Insurance Planning, Pension, Taxation, and Estate Planning.

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(Kaleel Company Inc., Kaleel Investment Advisors LLC, and Lion Street are not affiliated with Lincoln Financial Securities.)

To qualify for the MDRT, TOT members must meet a certain level of premium, commission or income during the year.  For details please visit: http://bit.ly/2eFx0ex

Laura S. Alspaugh, CFA®

 

Laura joined The Kaleel Company in 2016. Laura's primary focus is managing client portfolios and is in regular communication with clients. 

 

Laura has been in financial services since college and began her career at a Boston based brokerage firm. She worked in the banking industry in the trust division for private clients and trust accounts. She then spent many years working as an investment consultant to pension plans and other institutional clients. 

 

Laura has a wide breadth of knowledge of the financial markets and the investment services industry. In addition, she has successfully passed FINRA Series 7 & 63 examinations and is a Massachusetts investment advisor representative of Kaleel Investment Advisors, LLC. 

 

Laura holds the Chartered Financial Analyst (CFA®) designation and earned her MBA from Boston University. Laura earned her undergraduate degree at Wellesley College.

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Tina M. Churchill

 

Tina Churchill is new to The Kaleel Company in the year of 2018.  Tina is our Senior Client Associate and Executive Assistant. Tina's work primarily focuses on specializing insurance policies for our clients.

 

With prior experience in financial services, she spent over five years as an Operations Manager at a small financial planning firm. There Tina handed all business operations and client services for life insurance, retirement and estate planning, as well as for investment accounts. 

 

Prior to joining the financial industry, Tina worked in social services and earned her MSW from Simmons College.

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At Kaleel Company we are very proud of our solid regulatory history and invite you to view it for yourself. CLICK HERE