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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 |
I had my first meeting at Kelly Financial this week. I met with a more junior member of the staff, who asked very good questions and was able to speak specifically to the the service that the firm offers. The meeting took about 40 minutes and he scheduled me for a meeting with one of their investment advisers who will review my portfolio and let me know their recommendations. While it's too early to make a final recommendation, the first impression is quite positive.
Kelly Financial Services is a first class financial service company. They are a great group of people who are very knowledgeable and really care about the client. Always a great experience at Kelly Financial
Not being content with our recent Estate Planner, I reached out to KFS and Greg. They've always come through for us in every imaginable way. Without hesitation, appointments were set up and plans with their Estate Planner have begun. State-of-the art tweaks to our Estate Planning are being fashioned which were not brought to our attention previously. The extended Kelly family, once again, has performed admirably. People should pay closer attention to Bill's commercials, they'd profit and learn.
Have received very professional, informative & helpful services with Kelly Financial Services. Very satisfied with everyone we have dealt with there so far. Would highly recommend their services to anyone needing some financial planning/management help.
My wife and I had our appointment with Micha last week and we are very pleased in the way she has handled our accounts. Going with Kelly Financial was the best way for us to enjoy retirement without any worry. Thanks Bill for a worry free retirement.
As Usual an excellent service by Greg, Reviewed the accounts and answered each question my wife and I had. Thank you Greg Sam & Elba Bedros
I met with my financial adviser yesterday, and as usual it was a GREAT time. We reviewed my portfolio and made suggestions, as well as asking me what I wanted to do. He created some spreadsheets so that I could see the effects of different courses of action. I always feel very secure about the choices that KFS makes about handling my investments and about their entire philosophy and attitude.
We met with Gregg Murray for our review. Gregg was very welcoming as usual. He was professional and very courteous, he is easy to talk to, with a bright smile. We reviewed our portfolio and discussed market trends. We are very happy with Bill Kelly and his staff.
I have been listening to Bill Kelly for years on the radio - when I retired 2 yrs ago I went to someone that was already helping out other people that I know, its a long story but it was mistake - My wife & I recently went to Bill Kelly's office and we both feel now we are in good hands now John & Martha
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.