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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 |
Micheline Dagher is very helpful and always gets right back to me with answers to my questions. I really enjoy having her represent my portfolio. This is the 2nd year working with David Merrigan for my taxes and I highly recommend him. He is very personable and professional. I have been very, very happy with Kelly Financial services!
I was impressed with Kelly Financial's investment strategy utilizing the current market conditions, aligning my goals with the that strategy and recognizing the dynamics involved.
We were very pleased with Atty. Pockell's courtesy, professionalism and compassion. She was very thorough in educating us about wills, trusts, health care proxies, etc. We would recommend her highly!
Thank you Kelly Financial and Brandon Godfrey for your very professional and attentive demeanor at my recent meeting...Your concern for my situation was apparent and I felt that I was not alone in dealing with these difficult matters that can leave an individual feeling powerless in the face of a large impersonal, inaccessible banking entity. From the bottom of my healing heart, I am most grateful. Laurie S.
I've met twice with a VP of the company and pres. Bill Kelly. I'm impressed. I'm leaning towards moving my account to Kelly from my current investment manager after my tax return is filed.
Logon brought up to date on the account and how things look in our account going forward and that was great. Will see Logon on Thursday 6/8/17 for our next meeting, if anything ahnages before then will contact us. Thanks, Mike
Kelly Financial is comprised of professionals, to the point, and no BS. Their ads on Fox News are a definite net plus, and they are there to help their clients increases their net worth. Their people are very knowledgeable, they are a great use of my time, and they even assisted me with a personal issue of which their attorney was very knowledgeable from her past experience. In summation, they will be a net positive for me going forward.
We met with Logan after talking with Mr. Kelley and he was very helful and informative about our retirement plan - we are looking forward to be working with Logan for the future.
We have been with the Kelly Financial Team for two years now and it has been a very good experience for us. Kelly Financial is customer focused, professional, and results oriented. We could not be happier.
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 tomorrow at 9:30 a.m.