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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.
10 Forbes Rd, Suite 130, Braintree, MA, 02184, United States
Get directionsWeekday | 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 |
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.
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!
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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.
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.
Outstanding and highly ethical business. They truly care and are highly knowledgeable in the financial arena.
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..
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.
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.
Kelly Financial Services LLC has a 4.8 star rating with 867 reviews.
Kelly Financial Services LLC is closed now. It will open on Monday at 9:30 a.m.