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Kelly Financial Services LLC

4.8

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

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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

4.8889 reviews

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D.L.

7 years ago

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.

Nick Marchione

7 years ago

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!

Richard Swinimer

7 years ago

Very helpful and professional! My portfolio has done very well under their investment suggestions without risk. Thank you Bill and associates!

Michael & Cynthia

7 years ago

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.

John & Pauline Repucci

7 years ago

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!

Mike Brazel

7 years ago

Daniel was on time and provided explanations of my investments and reviewed strategies. He made me feel comfortable and relaxed .

David & Marlene Rivers

7 years ago

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.

Michael & Carol Creech

7 years ago

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.

Ted Broughey

7 years ago

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!