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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 |
The members of the Kelly Financial team are very professional and personal at the same time. They make you feel that you are part of the family and that your financial future is their only concern.
We liked Mr. Brandon very much and he and the Kelley Group seem very knowledgeable/organized. Due to short time we have been on board there has been a lack of visible results to make a concrete review at this time.
Review of the trust! Questions on the trust! We were unclear on somethings and ALYSSA refreshed our memory
We have been clients of Kelly Financial for 3 years. Recently we decided to use Allysa for our estate/tax planning. We have been extremely delighted with the entire staff at Kelly Financial. We are always treated with respect. All of the staff we meet with on a quarterly basis as recommended by them, is important to us. They are all bright professionals. The results we have achieved over the years have been impressive and we have every expectation they will continue to remain so. Thanks Allysa!
We enjoy working with Kelly financial services. Have been a client for over a year and very happy with the services and portfolio progress. The quarterly meetings help keep us informed and involved with stock progress and where to go each quarter. Andrew gives his opinion and guides us in a comfortable direction. We feel very comfortable with Kelly financials.
As away Daniel is a professorial at his job and we feel very comfortable when we're there in the office, no issue.
I wasn’t sure what to expect because I’ve never been to a financial advisor. They were great! Looking forward to working with them.
As always, a 100% positive and thorough review and help with Retirement planning. Thanks to all at KFS!
We just completed an account update & review with Andrew Krout. Once again, we cannot say enough about the Kelly Financial organization.
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.