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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 |
Was a Little nervous because of the market downside but Andrew was reassuring and I felt better about the situation.
Every time we meet with Misha Dagher we leave with a good feeling, and this last time was no exception. Our visits with her are always on a personal level as if meeting with a family member. And the bonus is that she is very knowledgeable in all things financial. Yeah Misha!
I am new to Kelly Financial, probably 1-1/2 years. So my assessment is not complete. I've just had my first review with my consultant and need to take his information and do my own review. Once I do that, I'll have a better feel as to where I am. I've never bought and sold at such a rate as was done this year. I am still adjusting to Kelly's methodology.
I spoke for roughly 20 minutes with investment advisor. Thought it was OK would rate it about a B B- Felt a bit rushed at the end. But overall I was satisfied
We felt very comfortable with our initial meeting on Saturday with Brandon. He was genuine and professional.
We were greeted promptly and were seen by an adviser shortly thereafter. the first meeting was fact finding and collecting info. We were impressed and have decided to meet again to continue with Kelly Financial.
Everyone we met was very professional and knowledgeable. Misha was also so helpful. Thank you all!
His courtesy and time was very well received. He answered all questions and made an appointment for followup. I look forward to our year review and starting five (5) 529 accounts for my grandchildren. Happy New Year Kelly Finanacial!!!!
Our introduction meeting went quite well. Everything we expected with regards to understanding our financial needs and getting our fiscal house in order. It was comforting to know that we did not have to have a profile with net worth of millions to get the quality attention to our financial concerns as we continue to receive guidance from Kelly Financial Services on how best we can manage our investments, our retirement and estate planning and how we can protect our networth.
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.