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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 Services, they listen, they understand. They don't push you in a direction you don't want to in. Working together we have made some wise investment decisions. The operative word here is "TOGETHER".
Kelly financial has handled my account for two years now.they have brought stability and growth to my. 401k account through some good and bad times they r very good at the number 1 rule and just don't lose "the money" Thanks gang!!
had a telcom with Andrew Krout concerning tax free bonds. Andrew, as usual, was well versed and helped me understand individual bond purposes vs. bond funds that are part of my portfolio. Great job Andrew.
We are entering our 3rd year with Kelly Financial Services. We are extremely satisfied with their service, professionalism, ethics, and the bottom line performance of our account. Just a terrific organization - top to bottom!
Linda and I had a very productive interview at Kelly Financial Services that answered lot of our questions. We look forward to your proposal
I have had my financial holdings and investments managed by Kelly Financial Services for the past several years and am very pleased with their service, knowledge and guidance and their understanding of where my finances for a stress-free financial future into retirement. I highly recommend their services
Very impressed with the service. Simple and concise recommendations, no pressure. Stress free meeting!
I came with all my financial statements. I met with Greg who's been managing our account for two years.. He looked at everything as a whole. even monies he is not currently managing. We determined how much my wife and I would need to retire. We also discussed my kids 529 plan. When said and done all my questions were answered. It's nice having somebody to watch the market everyday. Overall I would highly recommend Kelly financial.
Met with advisor. Discussion followed which was prompted by my concerns. Discussion of suggestions followed and agreements made. Professional and he listened to my concerns and addressed them.
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.