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Kelly Financial Services LLC

4.8
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About this business

About us Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned Financial Advisory Firm based in the Greater Boston Area. The firm was founded by William A. Kelly and his wife, Kelly Kelly. In the past 19 years Kelly Financial has specifically focused on bringing together a finely tuned team of professionals, all working to assist clients and families. 

Location details

10 Forbes Rd, Suite 130, Braintree, MA, 02184, United States

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WeekdayScheduleStatus
Mon9:30 a.m. to 6:00 p.m.
Tue9:30 a.m. to 6:00 p.m.
Wed9:30 a.m. to 6:00 p.m.
Thu9:30 a.m. to 6:00 p.m.
Fri9:30 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.8838 reviews
5
735
4
66
3
14
2
7
1
16
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James & Joyce K.'s profile image
James & Joyce K. 
on Birdeye

9 months ago

Brandon is knowledgeable, professional, and courteous; he is an excellent representative of Kelly Financial Services. 

Business response:

Hi, James. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Paul & Marsha Roy's profile image
Paul & Marsha Roy 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


2 years ago

Our end or year financial strategy and performance review took place with our Financial Advisor. We are pleased that the performance of our retirement portfolio performed better than expected. We also agreed with our financial advisor that our current strategy should remain in place at this time. In short, we are happy to have Kelly Financial Services looking for us and we are grateful to have a honest and professional team managing our retirement future. Thank you and God Bless. 

R.C.'s profile image
R.C. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


2 years ago

Yes both Mike & Greg exceptional hard workers & a lot of attention to detail. Mikes knowledge was like taking a college class; he’s a teacher in his profession in fact I looked forward to seeing him. Five stars for me..!! 

Michael & Barbara S's profile image
Michael & Barbara S 
on www.kellyfinancial.org/

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2 years ago

Mike Doucette has been a skillful, attentive, and very personable advisor watching over our hard earned retirement since 2015. His expert guidance has allowed us to create multiple streams of monthly income. We have collectively crafted a comfortable 'next chapter' and are eager to begin the journey. Thanks, Mike! 

D.C.'s profile image
D.C. 
on www.kellyfinancial.org/

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2 years ago

This review was the worst review since I’ve been with Kelly starting 2017 ish. All previous data and work for past advisors was not on file. Now this will need to be regenerated and will required significant effort on both sides. My request to take control of my stock portion of my account was never setup. Ward has scheduled a follow up meeting to try and rectify the situation. 

Gail C's profile image
Gail C 
on www.kellyfinancial.org/

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2 years ago

Greg and Mike were awesome! I felt they really knew what they were talking about! They made the whole process of working with them efficient and relaxing. 

Gerald "Jerry" & Gail D's profile image
Gerald "Jerry" & Gail D 
on www.kellyfinancial.org/

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2 years ago

Excellent, informative, & we will do business. As older clients, your people explained everything in detail. We will do business 

Paul & Marsha Roy's profile image
Paul & Marsha Roy 
on www.kellyfinancial.org/

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2 years ago

We are happy to report that our retirement portfolio review with our financial manager went extremely well. Our advisor discussed the details of our portfolio and reviewed the performance and overall strategy of our retirement financial plan. We are happy with the results and the performance of our financial strategy which have exceeded our expectation. We are blessed to have Kelly Financial Services manage our retirement finances and Kelly Financial has earned our trust. 

Jack & Niki S's profile image
Jack & Niki S 
on www.kellyfinancial.org/

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2 years ago

You folks are kidding, asking us for a review, right? You're one thing on the radio, and completely different in person. Nothing else left to say. 

Frequently asked questions about Kelly Financial Services LLC

How is Kelly Financial Services LLC rated?

Kelly Financial Services LLC has a 4.8 star rating with 838 reviews. 

When is Kelly Financial Services LLC open?

Kelly Financial Services LLC is closed now. It will open on Monday at 9:30 a.m.