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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 |
The people at Kelly keep this review within the boundaries that I have set, versus some financial "advisers" who want me to sell all of my assets and move it into their bucket. As such, I like working with them and I have ever desire to stay with them going forward.
been with Kelly for 1 yr sand I'm extremely pleased. They keep me informed by meeting frequently and my advisor is great
During this tumultuous time(Covid-19 virus) Kelly Financial is always there to put our concerns in the right perspective. Greg Murray is always there to address and act on our investment concerns and has always used the correct strategies to improve our portfolio performance. It is a pleasure to do business with Kelly Financial.We can always depend on Kelly Financial to do the right thing for their clients and deliver peace of mind.
Very informative, relaxed ,caring and transparent meeting.. Did not feel pressured ! Have another meeting set up at a convient time to finalize what was discussed.
Kelly Financial Services provides excellent, professional advice tailored to each client. There is no push to buy into any products, just solid personal advice. I appreciate the time that was given to me. I also love the small seminars. I learned a lot @ a tax seminar I atttended.
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Have been through four different reps from your company in five years. Told up front Saturday appointments would not be a problem. Not true. Had an appointment Saturday and another new rep greeted us. Expressed my opinions to each rep but nothing changed. Considered leaving for some time now
Have always been a very good source of financial information, in laymen’s terms. Have helped me make good decisions. And it’s good to have specialists to monitor my investments.
I have always had a very professional experience at Kelly Financial. There is a comfort level and a true “family feel” with all the employees.
I have found Kelly Financial Services very helpful with planning for my financial needs.The service has been exceptional. Their knowledge, their caring for the customer, and their professionalism makes them an outstanding company. I highly recommend Kelly Financilal services.
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 on Monday at 9:30 a.m.