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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 |
Daniel was very informative he knew everything about our accounts and took the time to explain thoroughly. He also answered all of our questions the best thing was we never felt rushed. Kelly Financial have taken care of our accounts for the past four years we have a lot of confidence in there services.
Had our first meeting with Greg Murray. We enjoyed speaking with him and I was surprised that his answers to my questions were not the same as other advisors I interviewed. On the face of it, he seems more interested in my situation than fitting us into the same formula for everyone. I look forward to our next meeting. Not enough info yet to write a critical review.
i have been pleased so far, and my very confusing portdolio now makes sense. Brandon is a very nice yourg may, polite courteous etc. you are lucky to have him representing your company however this is only the beginning we will seen how it proceeds
Super,accurate service solid professionals that really know their stuff and are very helpful i the process,.
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Andrew Kraut met with us on 6-26-18 , as per usual he was professional, friendly and knowledgable about our investments.Thank You for all your help and expertise!
On 6/12/18 we were given recommendation of 25 for allocation percentages. Today we were told 35, 35, 15, 15. We understand allocations can change but when questioned Dan said either set of allocations were ok. Where is the conviction of your forecasting model? If we could without penalty, we would liquidate. Last year we liquidated a brokerage account and no one at Kelly wanted to know why. Customer service is poor. Dan wasn't listening to me; he was giving his memorized script. Zero stars.
I've many years until retirement and KF has been doing a great job at getting me to understand today's market, where to invest and helping to manage my accounts so that my future is assured financially. So far (5 + years), very very good results.
Examined the performance levels of each account and projected any actions needed to be taken. Set next appointment.
Dan is the person that is managing our account and we are very happy to have him managing our account
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.