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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 |
As always - meeting was pleasant, professional, and productive - whether meeting with him or with misha- we always feel well cared for
I had a meeting with Greg yesterday. He knew exactly what my concerns were. He demonstrated very good knowledge to eliminate any questions I had.
Good annual meeting with Micha. Micha supplied me with a summary sheet of my accounts and we talked about future withdrawals and living expenses.
Mr. Krout was on time, he was professional. I want an income stream. I lost my job at a large insurance company in August 2015, and am now looking for work, but i have not had any luck because I am age 61. I do have real estate but no income profit.
We feel that our investments are in the right hands with Kelly Financial. We no longer have to worry about our investments and can sleep at night knowing that Kelly Financial will be looking out for us.
We brought our financial records in for review. Brandon Godfrey carefully examined them in depth, explained some of the details on our financial statements and answered our questions. We were both very appreciative of his competence and grace. We look forward to our next meeting.
They asked me of all the information I had, and ask me questions on what do I need. Before they give me the information of what to do with our financials.
Just want to thank the Kelly Financial family for their friendly service and care. I highly recommend them to anyone who is searching for honesty and integrity in handling their funds. My only regret is that we didn't find them years earlier when everything was collapsing. Nevertheless, I have confidence that they are looking out for our best interest now. Thank you and God bless!
As always Kelly Financial Services provides top notch service with a personal family touch. With great organizations you have to start at the top. It all starts with Bill Kelly and his amazing family, there are all class and very caring people. They have great people working for them who work hard and care about what they are doing and the client.
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.