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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 |
Goal: Make any timely decision with the portfolio which is in the best interest of the client. A complete review took place and the right decisions/ actions made or taken.
Very good meeting with Mr Murray. Full explanation of thoughts behind the actions being taken for financial security. Very much concerned with their clients. Highly satisfied.
I have just completed my first year review with Kelly Financial. Micheline initially made the transfers and investment suggestions and follow up. I do not come from a financial background and turning over control of my life's savings was traumatic to say the least. Micheline and the other advisors have helped to answer my questions and guide me to a safe area where i am not worried every day about the market crashing and losing all i have worked the last 45 years for. Very satisfied.
annual review meeting went ok; after meeting received mail showing that 3 of 4 accounts had been allocated correctly. called office twice leaving messages explaining issue; expected to get a call back and never did. then received mail showing 4th account had been corrected. extremely disappointed that no one could take the time to return our calls. this is not the first time that a call has not been returned.
Very informative meeting. Answered all my questions and reviewed my yearly financial statement. Very pleased with Kelly Financial Service. I have been with them for a year now.
I am recently retired and wanted to discuss estate planning and possibly moving retirement funds. I was very pleased with the time they spent with me and were very informative. My next meeting is in a week and I am looking forward to hearing their recommendations on how to make my money work better for me!
I have had some very serious brain tumors and a brain injury. Kelly Financial, especially Micha, has assisted me in every area possible. I don't know what my mother, who is now my caregiver, and I would have done without them. The care and concern for their clients is above and beyond business and has meant the world to me.
Excellent, as always. Good advice. Just now retiring and very comfortable with our financial future and leaving wealth with our children.
Bill Kelly is more than my financial guru. He is a man whose values my family and I share and I trust him implicitly. Bill shuns the limelight while performing much behind the scenes charity. A devoted husband, father, family man and friend, Bill's strong character serves as a worthy model for the young people he coaches and nurtures in his office. A great guy, a great American, we're fortunate to know him.
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.