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 |
They take the stress and anxiety out of talking about money. They open up avenues of possibilities and offer never ending options concerning retirement and financial stability during it We should have done this year's ago.
Attending Kelly Financial's Open House I set up an appointment to express my concerns and see what recommendations could be made to my present investments. Meeting with Meesha I felt at ease, never rushed and comfortable to ask anything of her. With patience she explained investment options to me in a way that was easy to understand. My concerns and needs were always a priority to her. A follow-up appointment has been set up giving me time to decide whether I will transfer my investments.
My family has been involved with Bill Kelly for more than 20 years. Bill and the staff have always treated our financial needs with great compassion. We look forward to our continued relationship in 2016.
I do not have all that much money invested with Kelly Financial, but I always feel like I am just as important as someone with a lot invested money. I also feel that they are on top of what I have invested not letting me fall through any cracks.
Another update of our account....scheduled every 3 months or so....and despite the negative news and uncertain economic climate....we have our investment protected and ready for an upturn. We really feel comfortable with the management and approach.
I have interacted with Kelly FS on about six occasions.I have found them to be extremely professional and efficient consistently.I believe Mr. Kelly hires the best and brightest available.I find trusting businesses in todays' climate difficult.I have found KFS to be an exception.The professionalism and competence that they demonstrate,gives you the feeling that you are in good hands.So much so,I have entrusted our financial future to them and feel very comfortable in doing so.
Always a pleasure to meet with Greg Murray. He is knowledgeable , pleasant, patient and Informative in his communication with us. We feel confident with his ideas and suggestions.
I always enjoy meeting with my adviser, Greg Murray. He reviews all the positions in the portfolio for me and explains their performance and whether they should be kept or traded. No matter what the market conditions are, I have great confidence that the team at KFS are making the best decisions that are in my interest. And Stanley makes a mean cup of coffee.
Have been with Kelly Financial about three years and have always been treated with respect by knowledgeable and personable financial advisors. The transition in was handled smoothly and we were kept well informed throughout the process. The same continues today and our team is available locally to us in person or by telephone. Since transitioning, I worry less about my investments as they are not as not as risky and we have Annuities which have principal protection. I would recommend Kelly.
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.