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