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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 staff at Kelly Financial Services is very professional and knowledgeable. My questions are answered in a very timely fashion, and in easy to understand language. It's a pleasure to work with them.
-Great customer service -Outstanding listening skills to apply your wishes to reasonable financial plan -Open and honest with your finances and how/why invested and offered best options moving forward -You are in good hands with Kelly Financial
Greg was excellent to work with. His knowledge and abilities to explain things to me was a great asset. I appreciated his assistance in working with me.
Everyone I spoke to was very helpful and my issue was handled quickly. Andrew seemed to rush me a little though .Both secretaries, who answered the phone were very nice.
Kelly Financial is an excellent Company with an extremely professional, Honest, loyal, knowledgable and easy to understand Team! They are all down to earth and answer all questions a customer may have. The Kelly team is always looking out for the clients best interest. They are always reachable and make you feel very important and at ease. Excellent communication. I have worked with both Andrew and Dan and I am very satisfied. Thank you to both Andrew, Dan and the entire Kelly Team!
Greg is doing a fine job in reviewing, explaining and advising the position of our portfolio. We appreciate his efforts and abilities to understand our goals.
We have been a client of Kelly Financial Services for about a year. We highly recommend this outfit. KFS is very attentive to our needs and concerns. We like the fact that they make good suggestions and explain thoroughly. They educate you about the market and how they analyze it. We meet quarterly and they go over all the moves made and why they did what they did. We always feel confident when we leave that our financial future is secure with KFS.
I had a very good review with Greg Murray we went over all the accounts and he answered all my questions. Kelly financial has done a very good job of managing my accounts.
Dan was knowledgeable and helpful in information about my account. And explained the present market. Thanks Dan
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.