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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 |
I switched my portfolio to Kelly financial a few months ago. I was very impressed with their professional staff. They take the time to explain every aspect of my finances and what to do for my retirement planning. I feel very comfortable with there decisions. I've never dealt with such a more classy and professional business. They are #1 in my book. I highly recommend Kelly Financial to anyone looking for the best. Frank Murphy
I had a very thorough review of my account positions with all of my questions answered professionally. In a volatile market it's necessary to keep informed and Kelly Financial excels in that. Dave M.
Great Job as usual, Micha answered all of our questions. Especially now we are in the process to plan for retirement. Thank you for everything.
it was a good time to review our planning for the coming years with all that is happing with the EU.
I heard Bill Kelly on the radio & just wanted to find out more about my equivalent of a 401K at work plus other little investments I took out. I was very impressed with their lovely offices in Braintree and the politeness of the staff. I spent a whole hour in their offices & received great advice. They encouraged me to stay with the investment at work as it was good. I may decide to put my smaller investment into Gold. Whatever I decide I will definitely be using Kelly's as my advisors.
I always enjoy visiting the Kelly folks in Braintree. Even though I could do a phone meeting they always make me feel welcome in person - office building is nice too.
We discussed our account,both past performance and future performance. Greg was excellent. Very professional.
Very nice people and very quick to set up appointments. They also have time after hours which is good. I was a little disappointed that my portfolio review was actually more of an information gathering session. Seems like a good group but they should be clearer up front with how the process works. I would have rather provided materials in advance so the first meeting was more productive. Scott G.
The time and courtesy by not only the staff and Micha was very rewarding. In my wildest dreams did I believe my savings over 40 years would be so large. My families future looks that much better going forward. I just can't believe that I could stop working and still make more money staying home (I won't), but it feels good. Regards, Harry Markarian
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.