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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 |
My wife and I are contemplating retirement within 2 to 4 years. Greg as always answered all of our questions. Great Job as always. God Bless,
Polly and I are so happy to be dealing with Misha Dagher and all of the team at Kelly Financial. We feel more financially secure since signing on with you all, and also feel as though we are part of a big family. Thank you so much!
In short I believe I'm one of many sienors that worry of our financial security. Kelly's Financial Services truly cares. In my first visit a highlighted plan was presented and understandable . We all fear the unknown , it's hard to trust and to put your faith in people today. I left my session with confidence that I finally found a trustworthy service. Professional and very knowledgeable. Kelly Financial is the right choice. To protect you and your loved ones. Thank you Kelly Financial
I am happy with the service and personnel at Kelly. Both the Girls up front and Mr. Greg Murray. He has not only provided sound recommendations but also good financial advice. I am sold on Kelly Financial as vendor and family friend. I look forward to our next meeting. PS - A tax class would be helpful!!!!!!
Always a good experience reviewing account with Greg. I learn something new at each review session. I wish I know Kelly Financial years ago.
Logan was very thorough in reviewing the accounts as well as took extra time to review retirement goals to make sure I was on track.
Very professional, any issues or problems were quickly resolved, everything went smooth. Would recommend Kelly Financial Services to my friends.
We are very "Satisfied & Happy with the our Accountant who is very understanding with all qualifications in our Financial needs. She has been Patient & Kind to Our Requests. Also her suggestions & Help to lead us Forward in some issues that are VERY IMPORTANT TO US! This she has done! We look forward to working with her for OUR FUTURE! We are happy we made the change. . Mrs. Annette Giordano
Micha has a meeting with my wife and I every 6 months due to the fact of a number of accounts. It is always very informative we are very pleased to have Kelly Financial on our side. Micha always explains every aspect of all accounts and the type of plan that the office are looking at for the future.
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.