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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 |
You are asked to bring pay, tax, bank accounts, wills etc. but they don't look at a thing. They only want to know how much you can put into a mutual fund to start and how much you could do monthly.
Excellent, as always. Strategies and advice are top notch. We are realizing that we can comfortably retire and still leave a considerable amount to our children.
Once again Micheline Dagher earns top service marks for excellence in status, history, future, and goals of our investments. Her service is professional, thorough, and given in an easy-to-understand and very pleasant manner. We will continue to place our trust and investments in her very capable hands.
Our advisor was thorough and complete in explaining the option of an issue under discussion. It helped in setting the direction for our next meeting.
After listening to The Bill Kelly Show on WRKO for years we went to Kelly Financial Services to investigate their Senior Safe IRA plan. We met with Andrew Krout and was very impressed with his knowledge and help with this complicated event. He was happy to sit with us for as long as it took for us to feel comfortable with performing this transaction. From start to finish a smooth transaction overall. We highly recommend Kelly Financial Services. Looking forward to meeting Bill Kelly soon.
Since working with KFS over 3 years ago, Greg and the team have always exceeded my expectations helping me with my decisions, guidance and results. Fortunately, with each quarterly review, I've never truly seen my financial numbers in the red, that is until last quarter. How did that make me feel? Just as confident and secure about working with KFS as ever. The fact is that even in this volatile market, I'm still beating it and in some aspects not losing any money at all. Thanks KFS!!!
I needed to rollover my pension from a previous job. Iv'e heard Kelly Financial Services advertised on a radio talk show for a few years now. The entire transaction was done on the same day. Rates are excellent.
when the market took a severe dip in early August i recieved an unsolicited call from Kelly Financial asking me if i had any questions and assuring me that "Kelly" was closely monitoring the market and invite me wife and i made an appt. to review our investment in light of the recent down turn in the market. Gregg Murray is always accommodating, professional and patient. He thoroughly answers our questions and concerns. Never rushes us and explains things in a clear, concise and respectful man
Sue and I enjoyed our update visit with Greg even though the news was not too great. Looking forward to the next visit when the markets will be better.
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.