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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 |
Brandon was very polite, very insightful and very helpful, Very glad we signed on. He gave us information we hadnt thought of which made our decision very easy. We feel like we are now in good, honest hand.
The Kelly team has managed our family's portfolio with a well disciplined approach , delivering returns consistent with our goals. Our entire holdings are well organized and visible to us. They are professionals who do not pressure you to do things that are not within your objectives. Financial professionals working for you, not insurance companies or outside interests. We strongly recommend the Kelly team to represent you in the future.
Daniel did a great job (as he always does) in our recent status review. He was very complete in his discussion and answered all of our questions. We continue to be very pleased with our status at Kelly as well as with Daniel and the others who work so hard at meeting our needs. Thank you very much. Bob Low
We are so happy with the services provided by Kelly Financial. Brandon Godfrey, with whom we have worked for more than 2years, is professional, courteous, and extremely well-versed in all financial matters. He is a pleasure to work with and we have been very happy with the return on investment we have received, due in very large part to Brandon's expertise.
We got a lot of direction in lmproving Our investment . We felt very at ease Talking about our future and retirement
I have reminded all paper work signed on Saturday 3/10/ 18. Thank you for meeting with me Thank you Ron Nerquist
The Kelly team helps me with retirement planning and financial security. I could not do it without them !
Given some of the volatility in recent markets, Greg and company at our last meeting were able to help bring thoughtful understanding to where our money should be placed. As customers for about 4 years, KFS provides the best long term financial approach with respect to a person's age and wealth. They consistently have kept us from impulsive mistakes.
Happy to continue working with Kelly Financial after 4 years. We were certainly sorry for the loss of Bill Kelly. A true gentleman. Under the continuing leadership of Kelly Kelly and staff, there has been a seamless transition. We remain comfortable with the advise we are receiving, and would highly recommend Kelly Financial.
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.