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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 |
Kelly Financial members were very cordial. I have submitted my paperwork and I am waiting to see what they can do to assist me in preparing for retirement.
Everything I hoped for and more. Andrew was very professional. Girls at front desk were very nice . I look forward to 2nd appointment. So far Kelly lives up to the great radio ads.
Excellent. Very informative. His market analysis is very informative and he gives us a feeling that Kelly Financial is taking good care of our retirement resources.
We recently joined the Kelly Financial Services group looking for a company with experience - integrity and sound financial planning advice. We got all of that and more from our Kelly advisers! They have unique secure programs that we never knew about that have changed our level of comfort in the future. More than that we received constant follow up and close personal attention to every detail and question we had. In Kelly Financial we feel we are part of the Kelly family not just an account!
Yesterday I had a three-month review with Greg, and the Burlington Mall road was all torn up with construction, and there was also construction in front of the building where KFS has their offices.I can't tell you what a great job Stan did of getting me through the construction barriers and even got my car for me after my meeting. Regarding the meeting itself, I am always impressed with how KFS works around market conditions to preserve my capital. I have great confidence in their management.
We love our account manager..honest, communicative, informative and very knowledgeable. We are confident that our investment is safe and are reassured that we will always be advised and redirected when Kelly Financials feels that we need to diversify more. I love the statue of the blessed mother in the foyer. Upon entering your offices, the very first time, seeing it there made me feel so relaxed. It felt like a sign that wr had come to the right place.
We became a client of Kelly Financial around October of last year after listening to Bill Kelly on his WRKO program. We were impressed by his entire staff from the very beginning. Everyone there is knowledgeable, respectful, and willing to help with any questions or issues you may have. Most importantly, their financial philosophy is in tune with our needs. We feel very comfortable our retirement plan is in their hands.
Went over Plan re: recession and how portfolio fared from time of Kelly receiving assets. Taking all factors including MRD from my IRA and stock I requested Greg, my advisor, buy, I was satisfied that Greg had done a GOOD job. Ed V
In early retirement I discovered I had securities scattered among a number of financial custodians such as mutual funds, bonds, paper and electronic stock, 401(k) funds from previous employers, Roth and IRAs. The scattered assets created challenges for my RMD responsibilities. After sharing my situation with KFS they effectively consolidated the securities into a single location. This allowed me to readily access, view and track consolidated assets on my smartphon
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.