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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 |
Greg reviewed our portfolio, answered questions, helped with Re-fi questions on home loan, and referred a colleague on elder law questions. He was professional, and very helpful. My wife and I felt much better after speaking with him.
My experience was very positive with my first visit with Brandon in the Newton office. We discussed many topics and he listened carefully and addressed all my questions and inquiries.
I first became acquainted with Mr. Kelly on the radio. I then accepted an invitation to a get-acquainted luncheon at Tuscan Kitchen in Burlington, MA. After meeting him and his staff and reading his book, I followed through with appointments in his Braintree office with an advisor and attorney. I was thoroughly impressed with the professionalism of all.
Thank you man.,............................................. See ya soon...........................
Very informative. Plenty of info to absorb and think about. Alyssa was a pleasure to talk to and there was no pressure The entire experience was very helpful.
I felt the conversation I had at the restaurant with current KFS clients was the most beneficial part of the evening besides the food. The presentations were good but not the best. Some speakers presented the information very fast and I could not keep up with the points that were trying to be made, so I stopped taking notes. The 1st speaker seemed to drag abit, as if bored and preoccupied. His words came slow at times. However, your clients has caused me to pause and give KFS a 2nd look. A.V
We have been with Kelly Financial for almost two years now, and I can honestly say that they work hard to grow our retirement investments. Andrew was able to show us where we started and how much our investments are worth today (steady growth). He answered all our questions professionally and explained various investment activities. We are glad to have Kelly Financial helping us in our journey to planning for a secure retirement. We highly recommend Kelly Financial Services.
I have been with Kelly Financial for about 10 years. In that time my son (who is now disabled with a head injury) has been helped many times over. Kelly Financial has stepped out to assist me in so many ways. They are like family to us. I would recommend Kelly Financial to everyone for their good common sense decisions and strong leadership.
this initial review went very well. No suggestions were made at this time but a follow up meeting was arranged. The individual I met with was concerned with my situation and handled himself with professional interest
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.