Kelly Financial Services LLC

4.8

Financial Services
Braintree, MA

About this business

Finance Financial Services

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

4.8971 reviews

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Stephen & Ginny B.

8 years ago

Thank you Bill & "Team Kelly" for your service to me and the Disabled American Veteran community. My Ginny was offered a stay at the Fischer House during my hospitalization at West Roxbury VAMC. Also, thank you for managing our personal finances and estate planning. You have a wonderful team. Brandon Godfrey has been great. Our review went tremendously well. Say hello to Jeff Khuner. Thank you and Shalom... Stephen Brennan The Mist Vanishes Amazon...all royalties to the Church.

Sam & Elba B.

8 years ago

As always super service from Kelly Financial. We met Greg on Saturday and answered all our questions.

Gordon & Christine (Mitchell) S.

8 years ago

One of the best financial decisions I've ever made. Bill Kelly showed us how our pension funds could be earning much better with a few common sense changes. I heartily recommend Kelly Financial Services.

Blair & Susan C.

8 years ago

It has been a year since we went with Kelly. They notified us for an anniversary meeting. We have always been so impressed with the talent that Mr. Kelly has recruited. They are compassionate about their clients, and honest about their process. Even though my husband and I have very different levels of understanding the market and what it all means, we both are treated equally. All my questions are always answered in a way that clarifies the issue for me. We have suggested Kelly to friends.

Herbert & Vikki W.

8 years ago

Our consultant retired and nobody informed us of this fact. We've invested with this firm for more than 10 yrs & we expected better communication and service.

Donald H. & Norma J.

8 years ago

Had another great meeting with Greg.. Looks like our finances are in order. I make some suggestions and Greg makes suggestions, we then decide which way to proceed

L.D.

8 years ago

The team at Kelly Financial continues to provide consistent investment advice based on our needs. After having dealt with other investment firms, finally one that actually cares.

Harry M.

8 years ago

I have never had more confidence with a group of individuals within the Bill Kelly organization. Logan, my advisor was very knowledgable concerning the Social Security subject. He took the time to not only educate me but instruct me when and at what age should I take it to receive the most benefit. Thank You Very Much.......

John & Martha O.

8 years ago

It was a very informative call from Logan, We are very happy to have him as our advisor - Who ever answers the telephone is always very pleasant