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