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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 |
Andrew was excellent in every way explained things clearly and answered all of our questions and made us feel comfortable.
I have been with Kelly Financial Services for about a year now. Andrew Krout, my adviser has been very helpful and I am very pleased overall.
My Retirement Financial Review with Kelly Financial Services was very professional and extremely helpful. Brandon Godfrey is recommending asset reallocation to protect my 401k from the current market volatility as I near retirement. I highly recommend calling for a review. It is a great use of an hour to receive the professional perspective and recommendations.
We trust Andrew. Happy and confident with his presentation of our funds and their distribution. Highly recommend
Yesterday I had my first visit to Kelly. Everyone there was very nice. My meeting was with Logan who took the time to go through all of my concerns and answer all of my questions. I am looking forward to my next meeting. Great experience.
After attending a Billy Kelly Luncheon, I made an appointment and met with a financial advisor about my elderly father's estate. The gentleman who helped me was fantastic. He broke things down in simple terms and pointed me in the direction I needed to go.
The staff is very knowledgeable about the products. I appreciate the time they take to explain everything to me, and even repeat the explanation so that I feel comfortable with my investments.
We just had our annual review with Greg and appreciated the back and forth dialog regarding our investments and the market. Even though there was a drop, we feel our monies were/are invested in a less volatile market so we don't experience the extreme dips thus reducing our anxiety which is what we wanted. Also seeing the activity in our statements we know Kelly is keeping an eye on the market and changing investments as needed. We also got to say hello to Micha which is always a delight.
I was very disappointed i thought I was going to seek the advice of a professional and found that I was working with the "rookie" and had to help him remember what he was supposed to ask Daniel Rigney
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.