Kelly Financial Services LLC's cover image
Claimed

This profile has been claimed by the business owner or representative.

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

Get directions
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
4.8867 reviews
Select a rating
Annette and Steve's profile image
Annette and Steve 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

We have been with Kelly Financial for 3 years. We have been treated with the utmost respect and kindness. The staff is extremely knowledgeable and professional. They assess our needs and risk tolerance and consider that when making decisions. We so appreciate that they listen to our concerns so patiently. We also appreciate their policy of seeing their clients quarterly. Our results have been impressive and we are very happy with our continuing relationship with the Kelly staff. 

D.C.'s profile image
D.C. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

He calls every 3 months need it or not.I go in every 6 months & everytime I do,I see my growth and thank God I went with Kelly Financial.Oh yeah he calls back!  

Charles & Anne Marie (Brady) Fazio's profile image
Charles & Anne Marie (Brady) Fazio 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Would highly recommend using Kelly Financial Services. Always a very positive experience working with all the individuals there. We particularly appreciate Brandon Godfrey and his easy communication style & overall professionalism. He is always helpful, informative and accommodating with our needs.  

Thomas's profile image
Thomas 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago
L.D.'s profile image
L.D. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

It has been over 1 year since we started with Kelly Financial. They have shown to be very knowledgeable about investment strategies. They have our individual best interests in mind with every investment decision we make together.  

R.B.'s profile image
R.B. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Outstanding and highly ethical business. They truly care and are highly knowledgeable in the financial arena.  

J.S.'s profile image
J.S. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Our representative gave us a very good review of our investments. He supplied information regarding the overall stock market and discussed the philosophy of Kelly Financial. All of the staff were pleasant.. 

Anthony's profile image
Anthony 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

Andrew Kraut knows what he is doing, he is following how I like to have my money invested, and he is very professional in how he updates me and how he invests my money. 

W.M.'s profile image
W.M. 
on www.kellyfinancial.org/

Review not verified by Birdeye. Learn more


6 years ago

We have been with Kelly several years and meeting regularly to discuss our finances. It is always professional and friendly at the same time. I recently asked for an estate planner recommendation which worked out successfully. Would definitely recommend Kelly for financial investing. 

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.