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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 |
Micha and her team have been our financial advisors for the past five years. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about us.
Met with Brandon Godfrey, He was pleasant and very knowledgeable in collecting information and discussing possible options to assist me in my quest for a happy and healthy retirement. Mr. Kelly you have and wonderful member on your team.
I can relax about my retirement investments when visiting the Kelly office in Braintree. It is always a pleasure.
Cost effective common sense approach to personal finance management. Peace of mind and worry free knowing the team at KFS is always looking out for you. Fantastic business approach and professionalism with a mindful friendly attitude when discussing individual matters and topics. Greg and the crew are collective and never disappointing regarding my individual concerns.
After having attended the Holiday Brunch in Burlington we set up a meeting with Alyssa Pockell. Alyssa was very knowledgeable about estate planning. She is so knowledgeable that she mentioned something no other lawyer has bother to mention to us concerning future planning needs. This has the potential to save us a lot of money in the future. We highly recommend you meet with her if you need a will(s) or any other documents to tie your estate plan She will guide through the process. Great job!
I'm a very satisfied customer, Mr. Kelly and his staff are outstanding! He has a very professional staff who take a personal interest in dealing with my financial affairs. I would recommend them highly to anyone without reservation. Great Company, and very professional.
In the almost two years that I have been with Kelly Financial Services I have been pleased. My investments have grown and Andrew Krout , my advisor, has been readily available for any questions that I have had and has given me a clear explanation of what is going on.
I've heard radio commercial endorsements for years about Kelly Financial Services and their great service to their customers. After being laid off with a decent pension but not sure where/how to invest, I met with Kelly and was impressed with their investment strategies. Now after 1 1/2 years with Kelly and a new job, my investment has been steadily growing with Kelly keeping a watchful eye over market fluctuations to help keep my money growing. I believe that Kelly is the right choice for me.
This was my first meeting with Kelly Financial Services. I was very impressed with the professional and engaging manner of everyone that I met. I left my first meeting with a strong level of confidence that they will do their best for me. I highly recommend this firm.
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.