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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 |
I always enjoy meeting with Greg because he is very personable as well as very knowledgeable. He went over the highlights of what is going on in my portfolio, and we discussed some investment issues. Greg was very helpful to me in the process of getting a home equity line of credit and gave me good advice as I went through the process.
My wife and I usually meet with Greg in the office around 6 in the evening. I need to know how this guy stays so up beat, sharp, considerate, and just plain nice so late in the day! I can't stand it! Anyhow, Greg never rushes us, he listens, and he asks us pertinent, thought provoking questions about our present and future finances. Greg is a gem. Lastly, everyone at Kelly Financial -- from on the phone and in person -- are always top shelf. God Bless!
Very helpful and professional! My portfolio has done very well under their investment suggestions without risk. Thank you Bill and associates!
Went current account strategy and how it's doing should we make changes with any of our positions, future account strategy on owr smaller account.
Our meet with Dan Christensen was productive and reassuring. Dan is a personable young man who knows his stuff. Thanks again Kelly Financial for being our trusted advisor!
Daniel was on time and provided explanations of my investments and reviewed strategies. He made me feel comfortable and relaxed .
We have been with Kelly Services for almost 10 years. Bill was offering the best advice of any of the financial advisors I could find at the time. Recall those were very uncertain times back then. He understood our two basic needs: Over our lifetimes we needed 1. a reliable income stream 2. preservation of our nest egg After almost 10 years with Bill & team we can say that we've been very satisfied. Thanks folks. Great job.
Carol and I both feel that our concerns with regard to our financial future were carefully considered. We Have been treated cordially and advice has so far been prudent and wise.
Greg was terrific! He was very energetic and upbeat. We discussed my retirement strategy and we changed a few things on my 401k. Greg is a competent advisor and a real pro. I feel I'm in good hands!
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 851 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.