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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 |
Had our first in person meet with our financial planner since covid. We always feel better about our financial future after we leave!
Our YTD phone review with Greg went well. Our financial position during a year of turmoil exceeded our expectations. Our financial advisor reviewed and explained all the strategies taken this year to mitigate the volatile markets. Greg clearly explained why changes were made and why in some cases the decision was to stay the course. He went over our annuity performance which to our surprise did well. Overall Kelly Financial once again far exceeded our expectations. Thank you and God Bless.
when i signed on to Kelly last year my main request was just don't lose the money and so far they have fulfilled that request. my motto for kelly is "YOU CAN'T LOSE IF THEIR THE ONE YOU CHOOSE"
Ward met with my wife and I to review the progress being made with our investments. Ward was extremely helpful and responded to all of our questions and needs in a complete and candid fashion Thanks to Ward and Kelly Financial Services!
Worked with Ken. What I love about this company is that they across as genuine. Never pushy and their advice is always for your good. Very helpful and I am very thankful to Ken for the time and advice he gave to my wife and I.
We have to say that while everything else in the World today seems to be turning upside down at the drop of the hat and I honestly don't know which way the wind is blowing at any given time. It is very reassuring that everyone and anyone we have ever talked to at Kelley Financial has always had the time to give us the best advice and service like we are their only clients.
Our financial advisor clearly presented our investment performance and what measures were taken to mitigate the volatility in the market. Our advisor detailed all the adjustments and tweaks made to our portfolio to assure our investment goals are met. As usual our advisor is both professional and very knowledgeable in maximizing your investment return and assuring our investment meets our long term goal. We are blessed to have Kelly Financial Services manage our investment portfolio.
My request for a Kelly account couldn't be achieved because of the country I live in. I talked to a wonderful man who took the time to give me other options and was extremely helpful even knowing I couldn't be a customer. Good people are out there and when I'm in a different position I'll certainly use this company!
I had a phone meeting last week with Greg Murray. He called me promptly at the scheduled time. I had several questions about investments I am considering. Greg answered all of my questions thoroughly and gave me, what I believe to be, very good advice and recommendations. Thank you Greg, and thank you Kelly Financial Services.
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.