Kelly Financial Services LLC's cover image
Claimed

This profile has been claimed by the business owner or representative.

Kelly Financial Services LLC

4.8

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
WeekdayScheduleStatus
Mon9:30 a.m. to 6:00 p.m.
Tue9:30 a.m. to 6:00 p.m.
Wed9:30 a.m. to 6:00 p.m.
Thu9:30 a.m. to 6:00 p.m.
Fri9:30 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.8856 reviews
Select a rating
Daniel & Pauline Robitaille's profile image
Daniel & Pauline Robitaille 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

All we have encountered at Kelly Financial have been professional and very helpful. Thank you for everything! 

William A. & Lynn Mercier's profile image
William A. & Lynn Mercier 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

I am so happy we meet with Andrew Kraut for help with all the confusing paperwork we deal with for our various funds. There is no way we understand the many choices we are offered for changes in our funds...we do not understand how one choice affects other choices and what is the best choice for us. Kelly Financial is a life saver for us.... 

Kevin & Debra Frost's profile image
Kevin & Debra Frost 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Wonderful experience with Brandon He answers all our questions and is prompt with all followups Manages our finances well and we highly recommend him to friends and family 

Tim Galligan's profile image
Tim Galligan 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Recently attended an initial meeting with Andrew, who was personable and made me feel comfortable. He assessed my financial situation and made recommendations that were excellent, and although I don't have any direct investment money outside my 401K, he even offered to review my distribution allocation if I wanted, free of charge. My family has also been associated with Kelly Financial for 5+ years, and had received excellent service with Mr. Kelly, and now Andrew Kraut. Recommend!!!! 

T.F.'s profile image
T.F. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

account rep Daniel Christenson was very informative and charted the last 5 yrs. Also gave advice on investments.Kelly Financial Service is the way to go. Rated 5 ***** by this customer. 

Richard & Julie Hauss's profile image
Richard & Julie Hauss 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Gregory has been very thorough in his explanations of our IRA investments. He has been extremely helpful in selecting the safest haven for our retirement assets. 

Bob C's profile image
Bob C 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Very professional and trustworthy. Well organized! Both Andrew and Dan always welcome questions and are very clear in going over all items every three months. In addition they are both available at any time. Kelly Financial is a great organization with a wonderful Team! 

K.F.'s profile image
K.F. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Daniel was great to speak with. He called exactly when expected and took the time to explain how Allianz worked. We discussed alternatives to select for next year and why he suggested we go with a certain selection for protection. Some of the advisors are difficult to schedule time with and call late, but Daniel was more flexible and respectful of our time. Thanks Daniel! 

John & Pauline Repucci's profile image
John & Pauline Repucci 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Our experience with Kelly Financial is always positive and Dan Christenson is a personable and very knowledgable young man.We are very happy with his management of 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 856 reviews. 

When is Kelly Financial Services LLC open?

Kelly Financial Services LLC is closed now. It will open tomorrow at 9:30 a.m.