This profile has been claimed by the business owner or representative.
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 |
Excellent meeting. Arranged for monthly deposit starting this month. Reviewed all investments. Pleased that account has fared well through this difficult January in the markets.
I met with Ms. Micheline Dagher Saturday January 30, 2016. She was very professional and understood the information I was looking to obtain. The information I specifically am interested in I was informed will not be given till our next meeting. Once I receive that information, I can provide a more detailed review.
After reviewing my portfolio, Andrew and Brandon relieved my worries based on current market trends. I feel very comforted knowing I am in good hands. Thank you both.
Fantastic Group of People. I met With Craig and Micha, they answered all my questions. Very satisfied with their strategy even in an unpredictable financial period.
The team at Kelly Financial walk you through everything. There is no pressure, no sales pitch, One can relax, breathe easy, and start planning for the future
Grey was prepared and the meeting was productive. Good decisions were made to enhance the portfolio and its financial health. We also have a short term plan to monitor and as well as a long term vision.
We have met with a few people from Kelly Financial Services and they have all been very knowledgeable. We were given the information we needed to make the right decision for us without pressure or steering us in some unwanted direction. Everyone on the staff is extremely polite and very respectful at all times. They are a pleasure to do business with.
On Jan 22 we met with Micha Dagher for our regularly scheduled "progress review". As always Micha provides a very thoughtful and comprehensive review. She answers all of our questions and points out the positive and negative aspects of our plan. She is forthright and direct in her answers which is greatly appreciated. As always we find meeting with Micha to be informative as well as enjoyable. Thank you Micha! Bob and Darlene Low
I trust you! And since you insist there be 100 characters, here they are!!!: Abcdefghijklmnopqrstuvxyz
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.