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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 |
Keep up the excellent service... The entire staff treated me with respect and assisted me with strong conservative investment suggestions.
I was most pleased to meet Micheline to discuss retirement portfolio. I am anxious to return to see her and discuss any follow up material related to my present status. She is very patient and most attentive and listens to all inquiries and states she will look further into my retirement needs and will follow up on next visit. It was a very pleasant experience.
I recently met with a Kelly Financial Services representative in the Burlington office. The woman representative looked over my financial records and plans. She made a few suggestions and we agreed on a future meeting. The woman was very nice and did not pressure me to sign on as a client. I am glad I went in for a financial review. Everyone from the front desk receptionist to the office administrator were very friendly and helpful.
Brandon is knowledgeable, professional, and courteous; he is an excellent representative of Kelly Financial Services.
I appreciate the time taken by Greg, at Kelly Financial, to get me up to speed. I can depend on the team in the Braintree office. - thank you
Had a good meeting with my Kelly representative look forward to next meeting to discuss direction of my finances.
Beginning of a new year and received good advice about the market and what to do about my finance situation with my age change. Very helpful information and I was comfortable with the decisions made.
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We had our first meeting with Kelly Financial last Saturday. We met with Micheline Dagher who was wonderful and very professional. She was very knowledgeable and made us feel like we were at the right place for help. We have a second meeting next week.
The employee's genuinely seemed happy to be there even late in the day. I felt welcome. I don't like change but I needed to have a new set of eyes review my portfolio and take a different approach to safeguarding my savings. Dave M.
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.