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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 |
Every meeting with Greg is more knowledge building with respect to current money management and planning for retirement. Very on point with every subject brought forward regarding portfolios, allocations, market trends and strategy. Consummate professionalism with added laughs during discussions.. Peace of mind is guaranteed, especially when you understand why KFS makes they're recommendations. They will never bully you into a position, They're flexible with your personal financial beliefs.
I am happy to be with Kelly financial. They are always professional and courteous while never being pushy. They always listen to me and my ideas while offering suggestions about direction to help my retirement plan grow and grow safely.
Met with Greg, to button up 2017. As usual all went smooth and efficiently. God Bless Bill Kelly for building this wonderful organization.
We recently completed another excellent review of our 2017 account performance with Andrew Krout. We could not be more satisfied. The Kelly Financial Team never disappoints us !
Kelly Financial has been as helpful as possible - indeed, more helpful than expected. My financial affairs are stalled by a probate process that I was told does not sound to be “standard practice,” so a Kelly specialist in that area will call to help me gain greater transparency into what is going on and why, to better understand my options and plan more appropriately for the years ahead. Thank you, Kelly Financial!
Kelly Financial is an outstanding organization. The entire team that I met is knowledgeable, Friendly, listens carefully to the needs of the clients and offers the best solution to each individual case. I recently met with Andrew for about an hour and found Andrew easy to talk with, trust and very knowledgeable. Andrew is very clear when he speaks and acts very professional. Andrew is very trustworthy and it is nice to be able to feel comfortable talking and listening to him. No pressure.
We have had superior expertise and advice in the 3 years we have been clients. We know all staff members personally are treated like extended family. Kelley Financial has done a tremendous job in securing our financial future.We love you guys!
We are clients since 2010 and are very pleased with both Kelly's follow-through service and sound money management. Highly recommended!
As always, Greg is a great person to communicate with, answering all our questions. I am in the process of retiring and Greg is always guiding us on the right path. Thanks Greg
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.