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Kelly Financial Services LLC

4.8

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

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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

4.8889 reviews

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L.D.

8 years ago

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".

John

8 years ago

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!!

Gary & Ellen Coe

8 years ago

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.

Richard & Karyn K

8 years ago

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!

Edward & Linda Billings

8 years ago

Linda and I had a very productive interview at Kelly Financial Services that answered lot of our questions. We look forward to your proposal

N.N.

8 years ago

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

Coleen B

8 years ago

Very impressed with the service. Simple and concise recommendations, no pressure. Stress free meeting!

John

8 years ago

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.

C.C.

8 years ago

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.