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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 |
Brandon Godfrey was EXCELLENT and extremely professional. I had no problem at all with him. He knows his stuff, he was a great contact, and I look forward to working with Kelly Financial. I don't require much help with my finances, but anything that can be done in working with Kelly to further my financial successes will be time and money well spent by me.
My retirement account was not doing much, growing...sitting in the financial group that my company chose, despite my contributing the maximum allowed monies into it on a regular basis!. Both Andrew & Micha at Kelly Financials were incredibly knowledgeable and wonderful to work with. That made great suggestions, and I had them implement them right away..and for once, I have a comfort level, that I will be ready for retirement, thank you Kelly financials!
My wife is retired and I am 58 and have been negligent of planning for retirement. We went into this meeting somewhat apprehensively, but after meeting with Brandon Godfrey, we walked away with hope and a positive outlook. He was very courteous, knowledgeable and professional as well as personable. We look forward to working with him and Kelly Financial Services!
Had a great initial meeting with Bill Kelly and staff.. Hoping to continue working with them. Friendly and efficient staff
When we retired 3 years ago we went to Bill Kelley and Micha was put in charge of our accounts we have had piece of mind ever since. The Best Thing We Did After Retirement
We meet with Brandon and we were happy with what is plans were to make our accounts in the positive again
They clearly explain and review your portfolio and all investment options. I always feel comfortable about my investments after meeting with them.
Friendly and knowledgeable employees. Happy that my IRA is safe in conservative investments. Highly recommend their services.
Information and advice was minimal. I do not believe there was enough experience and knowledge regarding 1031 exchanges that I felt comfortable and confidence in.
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.