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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 |
Kelly Financial has helped me in numerous ways. They have increased my finances; they have secured my money; they have advised me when I needed help. They have also presented some top notch speakers at various events.
I found this initial meeting very helpful. Greg is very astute and quickly understood my primary concerns, and had some good thoughts and ideas. I look forward to hearing more about Kelly Financial's investment approach.
Logan & Dan are very helpful in managing our accounts about investing and life insurance coverage - have been a listenmer to Mr. kelley on the radio
We met with Greg Murray who is very knowledgeable of the Market trends and our long term investment goals. He was able to help us evaluate our retirement plans.
I found attorney Pockell very professional, warm and easy to talk to. I felt very comfortable with her helping me with planning my Will and Deed.documents. Dave M.
I am still waiting for the paperwork with correct phone number to be finished. I have nothing else to say about this at this time. I hope my investments payoff.
Always a good visit with Kelly Financial in Braintree. Greg is very focused and professional. Thank You
2017 has started as another positive year for us with Kelly Financial Services. We could not be more pleased with their contact, follow-up, and professionalism.
We have now gone back to Kelly Financial Services on 3 separate occasions. Everyone we have dealt with has taken their time explaining various investment options, that has helped us make informed, smart investment decisions. Outstanding company and people to deal with.
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.