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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 always, the review of the performance of our investments was well done. Micha consistently is complete in her analysis and ensures that all questions we have are answered. It is always informative and quite reassuring when we talk with her.
We were made to feel like the most important people on earth. Our meetings were productive and helped define our goals.
Best decision ever! Very confidant in the staff I have dealt with do far! Very professional! Bill Kelly should be very proud of all of them!
We attended The Kelly Financial workshop on July 26, 2016 @ the Tuscan Grille in Burlington. We have attended 2 additional personal meetings to form a retirement investment strategy to fit our needs. We met with Andrew Krout & Micheline Dagher. Both of them presented all the material in an easy to understand dialog and answered all our questions. They listened to all our input and responded with professional and accurate results. Their approach fits the needs of parties entering retirement.
Our most recent meeting with Greg and Micha was informative and the changes we made were explained both verbally and visually making our decision easier and with more confidence.
Greg at Kelly Financial is very professional and extremely knowledgable and helpful. He has been an extremely valuable resource in helping me with several retirement questions. I highly recommend Kelly Financial Services. The staff are professional and always helpful.
Semi annual review of retirement accounts investments and strategy reviewed Alternative strategies reviewed
We are very pleased with the help & advice that Brandon gives us. I have listen to Mr. Kelley on the radio for years
The gentleman I met with was well informed, very professional and very accommodating. I left there feeling upbeat and positive re my finances. Kelly Services is a group I would highly recommend.
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.