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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 |
Putting our investments with Greg at Kelly Fincials was the best thing we ever did. We are very confident and happy with the attention given to our various accounts. We can’t say enough about the frequently scheduled personal communication.
The people at Kelly Financial are approachable, offer advice in words we can understand, treat us with respect and understand our concerns for aging. It is one stop shopping with legal and financial advice. Kelly Financial treats you like family.
Kelly Financial has been my financial planner for 5 years and I am very pleased with the results. The meetings are very informative and I feel my money is in good hands. I highly recommend Kelly Financial.
Excellent service from Brandon and his staff .Very professional and courteous. Keeps us informed of any changes to our portfolio
Extremely professional and trustworthy with high integrity. The Kelly Team treat you well and look out for your best interest. Andrew and Dan are very knowledgeable and enjoy helping people meet their Finacial goals. Meetings every three months to review the accounts and you can call them anytime with questions or concerns. Very satisfied with Kelly Financial.
We just completed a year end portfolio review with Andrew K. We continue to be very satisfied with 2018 results, and the services provided for us by Kelly Financial.
Met with Dan. As always, he presented an excellent review of where we are and an indication of some of the strategic moves for the future. Janice and I feel confident that our retirement assets are being managed well.
This was our usual review of my investment with Kelly Financial, and, mas always, Andrew did a great job, along with a good suggestion on another topic that I raised with him.
You can't go wrong with Kelly Financial Services. They cater to all catergories: some money, no money, a lot of money. If you have questions or concerns, there will be an immediate response. I trust KFS. So do not hesitate to contact or go to the dinner for an overview of their services. Well attended events and a good experience and intoduction to the firm.
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.