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