This profile has been claimed by the business owner or representative.
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 |
Greg and I covered my meager portfolio and then we discussed my plan to drop an Aviva annuity in favor of adding the proceeds to a Voya product. In the end I took his advice to hold off and reopen discussion about this at the next review.
first interview by myself - was professional, listened to my issues- will get back to me with what they can do in 2 weeks - nothing else to say - no results yet
It never ceases to amaze me how competent and helpful the staff at Kelly Financial is. They treat us like family. Five stars plus!
Recently had my quarterly review with Greg Murray. He was very helpful. Greg presented a very susinct overview on the YTD return and changes in positions of my accounts. He gave me actionable advise on other financial questions I asked. It is always a pleasure meeting with him and When I leave I knowi that my money is safe and well managed by Greg and the other financial professionals @ Kelly Financial.
Kelly financial services is a top flight financial services company. Very professional, knowledgeable, caring and accessible staff that starts right from the top with Mr. Kelly himself. Andrew and Brandon who worked with my wife and I to maximize our investments are both exceptional as well. Couldn't be happier and definitely recommend this group highly.
Consistently pleased with the professionalism that Kelly Financial provides. Management of our retirement portfolio has been first rate and we are confident that it will continue
From our very first introduction we experienced a feeling of comfort and security that our investment was in good hands. Our financial advisor was warm and friendly, knowledgeable, highly capable and very patient with making sure that we were understanding every step of the process and that we were happy with all Kelly Financial's services. We would highly recommend their services to family and friends.
I met with Greg Murray yesterday to review my portfolio and ask him to analyze my life insurance policy, and it was an interesting and informative session, as usual. I always enjoy going to meet in person, rather than just over the telephone because I enjoy the whole atmosphere and always feel very satisfied when I leave. I am constantly thinking how glad I am that I chose KFS to handle my money.
Sue and I are so happy to have Kelly Financial helping us out. Our visit with Micha and Greg was truely educational and convinced us that we are on the right track to enjoy our retirement and to leave something to the kids and grandkids. Thanks for the concern that you gave us.
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.