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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 |
If you're looking for a great company to help you with your investments your retirement savings or your savings in general Kelly financial has been a great go to for me I have been with this company for more then eight years and have been very satisfied with all this service all of their employees and all of the help I received from them this staff is knowledgeable and always willing to help I have been working with Greg Murray and personally he has been great
I dealt with Logan at Kelley financial services. He is a great guy and they really seem to care about my financial future. I would highly recommend them to friends and family
LOGAN is very knowledgable. I was impressed with his competency as my financial advisor !! Very professional !
I'm please with the outcome that Kelly financial services provides in the investment & planning strategies that are discussed at my meetings with my Kelly financial representative. I have the freedom to contact them with any questions or concerns I may have.
I was very disappointed with my recent experience. The associate I met with clearly had no knowledge of anything about my account. He gave no input, no perspective on what to do next. He was good at completing the transaction to add money to the brokerage account. If he put a tenth of the time into giving constructive input I would've felt better. I'm told the firm overall is good, but if I have another "paper-pusher" experience like that I'm done.
I had an informative meeting with Greg Murray yesterday. He answered my questions in an excellent manner.
We very much enjoyed the time with Misha Dagher to review our retirement financial plan. I learn something every time we discuss the annuities that we purchased. We appreciate her patience with us to help us understand the plan. We also spent time with Greg Murray who also takes the time to go over all the investments outside of the annuities. We enjoy the time spent to keep us current with our accounts. Thank you very much!
We recently met with several individuals at Kelly Financial Services to create an investment package that best suited our needs. We found them to be extremely helpful, knowledgeable and efficient in both planning and processing our financial portfolio.
Excellent explanations concerning our investments , thorough and engaging . My husband and I are not well versed on financial investments and stocks , so we came to Bill Kelley , having heard him on the radio, to assist us in forming a retirement financial plan. Everyone associated with Kelly Financial is Well informed , personable and very respectful.
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.