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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 |
Our meeting with Misha was, as it always is, one of caring and personal concern for our financial health. Misha's expertise in matters financial gives us the confidence that we are in the right hands. She is also incredibly personable and we enjoy our meetings with her. Right on, Kelly Financial!!
We sat with Andrew who was very welcoming, professional, and sincerely helpful. We left his office feeling encouraged and knowing that we had just met a young man we could trust!
As always, Micha did a wonderful job in updating the current status of our investments with Kelly Financial Services. She was thoughtful and complete in her review. She is a valued advisor. RAL
has easy offices to reach. I have enjoyed having the same person to talk to and always receive good advice. They look ahead and act to hold onto one's savings which is so needed to the elderly.
I spoke with Brandon Godfrey who was very informative and concise. We review his suggestions and he never was pushy and always polite and respectful. A good experience.
Forty-five.minutes waiting. Talking versus listening. Promoting expertise versus needs identification. Won't be back.
Very professional. very helpful and supportive and very they have an extensive knowledge of the financial markets.
My visit with Brandon in the Braintree office was very delightful and informative! I would highly recommend this Financial group for any Retirement plans. The front office is also very helpful and polite. Thank you
Greg was wonderful reviewing data pertinent to my account and how we would handle the fluctuation in the market that is currently occurring. I feel I am in great hands with Kelly Financial. Congrats on your new State Street office! Jane
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.