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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 |
I recently made my first visit to Kelly Financial and was very impressed I hope to continue my relationship with this organization I immediately felt as tho I could trust them hopefully we can expand our business relationship and they can make me have a comfortable retirement
I think as an investor I started a little later than I should have but I never thought I had the expendable cash having five children . I realized that I was getting older and should at least start to save for retirement and found the financial service company we used was not responding and or receptive to my inquiries . I attended a Kelly Financial seminar and decided this was the service and attention I wanted to feel secure and I have set a date to retire awesome people to deal
We have had the pleasure of working with Kelly Financial and Greg Murray for almost 10 years. Greg is an amazing individual who is always punctual and well prepared. He provides complete answers to all our questions and provides reasons for any changes or suggestions he makes in managing our portfolio. It's a pleasure doing business with an individual and company that cares so much about it's clients.
Help with fund selection was straight forward. Greg knew the best course of action after reviewing my fund allocation.
Knowledgeable, client-oriented, friendly staff. Very service oriented and very responsive to client's needs.
As always your office staff are Excellent in handling me account and answering my questions and concerns! Thank you and a Happy New Year to ALL! Donna N.
I emailed Dan about him handling disbursements and he quickly replied and took care of it asap. We know we can depend on his quick response
Thanks to Kelly Financial Services for your guidance and helpful support. Brandon is always pleasant to see and attend to my requests. The team at Kelly Financial Services always lets you feel like you’re part of their family and they have your best interest in mind! Thanks satisfied customer Keith
The firm is incredibly generous towards charitable causes and offering its talented staff to meet with interested people. I missed my first appointment and was rescheduled without any negative ramifications. For some reason my expectations to speak to someone knowledge about one area of retirement planning was off the mark. I was asking questions where the answer lay in my being with someone from the Social Security Administration. Good to be warmly greeted and meet on time. Poor advisor match.
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.