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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 |
As usual LOGAN was professional, knowledgable , and answered all my concerns! Can call him anytime.
We have been most pleased with the services we recently received from staff at Kelly Financial Serv.
I've always found Kelly Financial to be very attentive and professional. All of the staff customer orientated. Dave M.
Met with Andrew, V.P. this week and was pleased to learn that my portfolio, in this economic environment, is doing fairly well. It's in the black which makes me happy and that is after minimum distribution requirement payments. I haven't the time nor the inclination to watch the market and appreciate Kelly Financial Services monitoring of my safety net.
i always get top notch information from my agent Greg. I started with the main man Kelly, but eventually assigned to Greg. they are both very committed to help out little guys like me. DS
We never used a financial planner and didn't know what to expect. This was an amazing experience from the time we walked in the door. Everyone was gracious and welcoming. We met with Andrew Krout who immediately put us at ease and gained our trust as we shared information on our financial needs for our approaching retirement. He was extremely knowledgeable, patient with all our questions, and delightful to talk to. We left happy, feeling that Kelly Financial was the perfect choice for us.
My first meeting went well. My advisor went over my financial goals and reviewed my 401k I will meet with him in 2 weeks and I'm looking forward to working with kelly financial services
I have been procrastinating for the past 4-5 years even though I listen to Mr. Kelly every weekend. My first impression was OMG this place is amazing and very professional. Then I met Brandon Godfrey. He was extremely professional and very warm. I told him that I didn't know what I was doing but that I wanted to consolidate all my financials together. We had a great first meeting and will follow up in a week. Even though I did not know what I was doing at least he did. Thanks Brandon!
We enjoy working with Logan. He is professional, extremely knowledgeable, and answers all of our questions. A delight to work with!
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 tomorrow at 9:30 a.m.