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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 am pleased to be part of Kelly Financial services. Andrew Krout is my agent. He does an excellent job explaining things to me and helping me get needed help in pertinent areas. He is prompt and gives me as much time as I need...
Andrew Kraut knows what he is doing, he is very professional, and he is doing a very good job with what I have entitled him to do.
Logan was great, I highly recommend visiting with him. Trust me I never write reviews, however I was very impressed.
I spoke with Greg Murray by telephone, and he reviewed the performance of my portfolio and explained how the types of investments were spread out to balance risk and growth. I was confident in making a change in one position because he was able to analyze the performance since last year, and he agreed I could do better. I also asked him some other financial questions, and he gave me good information which will help me with my decision.
When the stock market gives you a heart attack.... That was the line that brought me to Kelly Financial Services! I can say that I am very pleased with my experience and would recommend them to anyone looking for financial guidance. Very professional and attentive. You are not just a number, but a respected client. Thank you.
Each month I continue to see positive results in investment strategy which Logan has advised via monthly follow up phone meetings. He has taken my investments from an almost negative ROR to a positive one in the past 6 months. Even though we have been in a bull market I was not seeing my investments grow like this given his expertise in managing my accounts. I am truly grateful. Thanks so much Logan!
We have had such a wonderful first experience with Kelly Financial. From our first encounter with Alexis to the first consultation, we could tell this is going to be a very good decision to go with Kelly. I know they will look after our best interest and steer us in the right directions.
We had a great experience with Logan. I like the idea of taking on less risk. I look forward to working with Kelly Financial in the future.
We had a great experience and was treated well. We still cannot image that a company would be willing to offer so much useful advise for free. Thanks Mr. Kelly
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.