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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 |
It is a pleasure and security feeling to have Dan as our advisor, really it has been with all the staff on the Kelly team.
We were so very pleased by the way in which were were treated. for We could not have a more pleasant time. We look forward to a long relationship with Kelly Financial Services.
It is assuring to feel that my concerns are throughly addressed. Clearly explains status of my investments, At least quarterly meetings or more as needed. Just a great co. to do business with, efficient staff, experienced and highly skilled!
Professional-beginning with our first meeting, all aspects of our encounters are met with outstanding service! Personal-KFS feels like family! Preferred-our advisor, Greg Murray, always provides advice and service as if we are THE most important account he handles! We feel like a million bucks as he guides us to financial security! Thanks Greg! Thanks Kelly Kelly! And HUGE THANKS to KFS founder Bill! May you Rest in Peace!
Met with Dan Christianson which was very informative and helpful. We have been very happy with everyone we have met at Kelly Financial. We highly recommend them.
Brandon is an excellent financial advisor...always such a professional, invites questions, takes the time to explain and answer questions/concerns. Highly recommend Kelly Financial Services!!
Daniel was knowledgable about my minimum withdrawal requirement of my IRA because I turned 70 1/2 this past February. I even tested him to see if he knew about it while I was still contributing at my current job; he knew that also. He seemed very capable. Good man!
We recently completed our planned review meeting with Andrew Krout at Kelly Financial and are very pleased with the YTD results. We know we made the right choice in selecting the Kelly Financial Team as our advisor four years ago !
Continued to promise better earnings every quarterly meeting but never delivered. Andrew is bad news. Smug and arrogant. Put blame on us for poor results! Using the same low-risk investment strategy with a new Advisor, have earned more in two weeks than after 4 years with Kelly! Shame on us for waiting so long to leave. With founder Bill Kelly gone, would never recommend placing your trust in Kelly Financial.
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.