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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 have been financially serviced by Kelly Financial for over 10 years. They have helped me, as a senor, and my disabled son living with me as his caregiver. I have been able to depend on advice from Bill Kelly and his V/P Micha Daghler. We can not thank them enough or recommend them more to anyone.
I have been with Kelly Financial since late 2012 when "the stock market was giving me a heart attack"! I have been very pleased with their work, and know that in the ups and downs of the market, I have had some stability to my portfolio! Thank You.
Sue and I had a great time. Learned a lot. Laughed a lot. The visit may have changed how we live the rest of our lives.
As always, our review meeting with Micha was very positive. She is professional and personable in her approach to the meeting. She makes sure that all of our questions are answered and is extremely detailed and deliberate in her explanations. It has been a pleasure to work with her. Thank you Micha!
My wife and I are nearing completion of our first year with Kelly Financial. We could not be happier with our decision to choose Bill Kelly and his team of professional advisors. Just an outstanding group of people to work with.
Very satisfied sat with Bill Kelly himself on a Saturday at 12:00 pm and in just that short time with him he has helped me immensely with my peace of mind and my finances
This was my first visit. I've been less than efficient with my funds thus far and decided to get on track with Kelly Financial. I'm 55 and was concerned about starting too late but Brandon made me feel reassured that I still have plenty of time to reach my goals. The professionals at Kelly Financial have given me confidence that they have the knowledge and experience to formulate a solid long term plan for me and my family.
Murray review the current financial status and highlighted areas to watch as we moved forward. Also discussed the options of purchasing a new vehicle.
The team and Bill Kelly Financial was beyond great. They helped us with both a Living Trust and other documents as well as a conversion of a 403b retirement plan. They made it so easy to complete all the necessary documents. They were every reasonable and very accommodating. We can't recommend them more highly and we tell all our friends about them.
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.