This profile has been claimed by the business owner or representative.
Kelly Financial Services LLC
- Financial Services
- Braintree, MA
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:30 a.m. to 6:00 p.m. | |
| Tue | 9:30 a.m. to 6:00 p.m. | |
| Wed | 9:30 a.m. to 6:00 p.m. | |
| Thu | 9:30 a.m. to 6:00 p.m. | |
| Fri | 9:30 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Had a great phone meeting yesterday with Greg. Reviewed and explained by annual annuity anniversary options. Talked about my other investments and how and why my money is invested the way it is. And talked about the market and answered all of my questions.
wonderful company - wonderful people who can't help you enough!! you can tell when GOD is at the center!!
meeting with Daniel christian Burlington campus.All went well. . Very informative account reviewed and suggestions made for future of account.
Dan never called me at the agreed upon time. I never recieved an email or follow up call to explain why? Then I get this email to rate my appointment...
Thank you Brandon for reviewing my portfolio again. It is always a pleasure to speak with you. I appreciate your patience and ability to answer my questions. I am so pleased to see the growth progress I have made. I wish I had found Kelly Financial earlier. Best wishes until we speak again.
We really enjoyed meeting with Brandon he was very informative with no pressure which both my husband and myself appreciated.
I've been with Kelly Services for at least 5 years. When I joined, I had the privilege of meeting Bill and Bill, Jr. on my initial meeting. I signed on that day. Andrew Trout is my account rep and is very responsive to my needs. Called Mon night at 6 PM and got a callback from Michelle within 15 minutes. Set a phone meeting for 10 am on Tuesday and my inquiry was resolved in less that 1/2 an hour, with several questions answered. Am I satisfied, 10 out of 10. My acct is doing very well
Whenever I meet with Greg in person or review my portfolio on the telephone, I always feel very confident that he and the Kelly Financial team are doing an excellent job managing my portfolio during these uncertain times. Greg always gives clear explanations of what investments have been doing and why each change has been made. I always learn new things about financial management, and he has always given me good personal financial advice.
Recently had a meeting with my financial advisor, Andrew Krout. He did an excellent job of reviewing my portfolio and answered my questions with good advise.
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 867 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.