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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 |
With our investments in the capable hands of Kelly Financial, we have peace of mind. We have recommended Kelly Financial Services to many friends and family.
We were somewhat disappointed with our meeting. I expected to get a more congenial interaction, get to know each other, talk about our life, where we are, where we are going, what our goals are, which is what they touted at the dinner meeting, but that did not happen.
I (Pam) pushed my husband to go to Kelly Financial He was using Money Magazine suggestions and saving for our retirement for years, I listened to Bill Kelly on the radio on Saturday mornings. He was clearly Catholic and stood for principles of decency and honesty. We were in our 60's when we trustingly went to your offices. Bill greeted us and we were helped to buy a tiny annuity - & invest another small amt in Fidelity. I am very unhappy. there is not enough room to tell you how I feel.
I always go prepared- my list of questions. I always leave satisfied because my questions are answered. Every session is a learning experience. It is comforting to know that someone capable is monitoring my accounts and helps me with related problems, for example I have 2 loans which one is better to pay off first. Question answered to my satisfaction
I've always received great service and smart help. I've been with Kelly since early 2014 and have since retired. With Kelly Financial and the representatives that helped me I am feeling very good about my finances.
Analysis of current status of portfolio and projecting future trends to watch. Also reviewed the tax implications moving forward into 2019.
Daniel meets with us at least twice a year . he is always very professional and up on our plan, WE feel very happy that Kelly Financial is handling our accounts. Also Kelly Financial is always looking out for us that takes away a lot of worry.
If you are looking for a trusted investor partner, who is confident and has a steady hand on your investments, then Kelly Financial services is definitely for you. They have been outstanding in maintaining our investments and also protecting our assets in this very uncertain market.
Daniel did a great job as always! He is responsive to our needs and answers any questions we might have.
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 851 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.