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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 |
Due to various circumstances, not everyone is ready to engage a financial planner / advisor. Such is my case. I first met with Brandon G. at Kelly Financial several years ago. He recommended I make two changes, which I implemented. I then submitted a written financial plan that I created. Brandon reviewed it at no charge. He offered specific feedback I could use. I came away energized and excited about meeting my financial goals.
Thanks to the professional courteous and down right nice way of treating me and my family. You have made straight a path for me to understand and be capable to access the funds I’ve worked hard to acquire. The whole Kelly Financial family should be proud of Brandon and the staff at the Burlington office.
We met via phone to discuss the market conditions, our financial health and other goings on in the world and of course a little golf. Brandon explains Kelly Financials current strategy to minimize any market downturns which is very reassuring to hear. We’ll be meeting again in 2 to 3 months to continue our discussions. Always a pleasure meeting with Brandon. Tom & Joanne
My meeting with Mr Ward Johnson, Certified Financial Planner and Investment Advisor was extremely informative and seamlessly prepared. Information began with an introduction to the company from it’s founding together with a short explanation of Mr Johnson’s role within the company. An advisory model for achieving my future financial growth was discussed. Paperwork had been prepared, ready for approval signatures upon my acceptance. The meeting was professional & instructibe.
Mr. Greg Murray is a terrific help to us with our finances. He reviewed with us and answered our questions on our IRA, our Individual account and our Allianz annuity. He answered all our questions clearly and succinctly and is also very friendly. His advice and explanations are always helpful and enlightening. We totally enjoy having Greg as our advisor.
Ward was very friendly, informative, patient, took the time to get to know me and answered all of my questions. I look forward to speaking with him again in the future and I know that I'm in good hands as a Kelly Financial Services client.
Had a good discussion of past and future transactions before and after the Corona Virus breakout. Greg I very knowledgeable
I have not received the annuity info please send Thank you Charles Benevento There is no way this takes place of a face to face meeting . I realize this is all we can do now . the subject is to important for this goig forward.
Ward conducted an excellent update regarding our investments and the current uncertainty in the current markets. He is a great addition to the Kelly team. Bob Low
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 on Monday at 9:30 a.m.