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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 |
Mr. Murray is a true professional, he is extremely knowledgeable and patient. We reviewed our account and updated a few things. We value his advice, and we appreciate him.
Rita Nealon, Robert Berardi (advisor) and Greg Murray. Review three accounts and made decisions which provided financial balance and future stability /growth
Working with staff, most especially Brandon, at Kelly Financial Services has been a wonderful experience. All staff are positive, professional and very accommodating. We are thrilled that we have chosen Kelly Financial to guide us and to manage our investments....thanks so much!
Our limited association with Kelly Financial Services has been refreshing, clients since March, 2017, The talent and professionalism is comforting. They make you feel at ease knowing that they are looking out for your financial health whether when planning retirement or already retired. Learning of the sudden passing of Mr Kelly was a shock. We were blessed to have met with him during one of our scheduled meetings. He had the ability to put you at ease and listened to you. A very caring pers
Logan Strouse and KFS have steered myself and my family into new, profitable and exciting financial ventures . We are delighted with the direction, guidance and communication we've been afforded. From day one we've been made to feel like part of the "Kelly Family." Thank You KFS
Very helpful and professional advisors. Appreciate your commitment answering questions and I believe you are a group we can trust. Thank you for all you have done to assist us!
I am so grateful that I attended Kelly Financial's presentation and had the pleasure of meeting Mr. Kelly. I signed on with them over a year ago and have been impressed with their professionalism and the performance of my financial investments. They are trustworthy, respectful, honest and reputable. I encourage people to take care of themselves by exploring this outstanding firm managed by Mr. Bill Kelly.
We walked in with a list of questions and concerns about best way to move forward as we are a few years away from retiring. Pleased to say Greg Murray answered every question plus many more we never thought about. Looking forward to our next meeting with Greg & Attorney Alyssa Pockell. We feel we are in good hands.
I had the opportunity to attend a Kelly Financial Seminar and was assigned to Logan! I met with him twice but understood more in those two visits than I did from all of the years I was with my prior company. Kelly Financial is a caring place for their clients - Logan made me feel like I was his only case.
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.