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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

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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
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Tony & Cheri LaMonica's profile image
Tony & Cheri LaMonica 
on www.kellyfinancial.org/

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6 years ago

Meeting was very comfortable and informative with Greg Murray. Looking to meet again with Greg to further the process. Very appreciative of Greg's approach in explaining various aspects of retirement planning. 

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Roy & Karen Frost 
on www.kellyfinancial.org/

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6 years ago

Very professional representatives of the company. We met with their chief financial officer and was impressed with his knowledge. So far I am optimistic this was a good decision.  

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Alan & Laurel Sandman 
on www.kellyfinancial.org/

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6 years ago

I meet with my advise ever three months. with markets fluctuations and retire around the corner it is imparetive to meet and review. all the advisors and staff at Kelly financial are professional, courteous and knowledgeable it is a pleasure working with there team  

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Anthony 
on www.kellyfinancial.org/

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6 years ago

Andrew is very efficient, he is honest, and he does good work. I like meeting with him, and I would definitely recommend Kelly to my friends. 

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Harry Markarian 
on www.kellyfinancial.org/

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6 years ago

I wish that I was better educated concerning what life has to offer concerning finance. Both Greg & Brandon offer me a different prospective concerning the world of finance today and for tomorrow. I believe the my future will be made easier through the direction and guidance of Kelly Financial. Note: The US Gov't is not your Partner....... 

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

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6 years ago

Greg was outstanding with his help in developing not only my wife's account but now also mine. Even though my wife could not accompany me to the appointment Greg started a conference call with her keeping her in the loop on all decision making. Kelly Financial Service is the best choice we made. We are even using the attorney you recommended for our Will and Trust. 

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S.B. 
on www.kellyfinancial.org/

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6 years ago

As always a great job by Greg. He answered all my questions and reviewed our accounts.Thank you Greg for all your help. 

Deborah J. DiMaggio's profile image
Deborah J. DiMaggio 
on www.kellyfinancial.org/

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6 years ago

My experience was at best excellent! I was greeted with professionalism and not intimidated by lack of knowledge with my current finances. My advisor assisted with certain areas that I was not well informed and he provided recommendations as to what to do to plan for my retirement. He also set up a follow up meeting to make sure I am on the right track. Thank you 

Brian & Virginia Ferrick's profile image
Brian & Virginia Ferrick 
on www.kellyfinancial.org/

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6 years ago

We talked to Daniel the other he took his time about 1 hour with us answered all of our questions we have confidence that he will do a great job for us. Kelly Financial has always been there for us we don't worry about them. 

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.