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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 |
We are most impressed with the professionalism that Kelly Financial Services has demonstrated. Our visits are informative, and tailored to our specific needs. Our questions are answered patiently and as we proceed with our financial discussion, further information is thoughtfully gained.
I am happy to say that Kelly Financial has met and exceeded my needs. I can see growth in my portfolio which is a plus! The people I have worked with are very professional and pleasant. The foundation for this begins at the top!
Meeting was informative, concise and hopefully profitable. Andrew answered all my questions satisfactorily.
On April 13, my wife and I had an investment progress review conducted by Micha Dagher. As always, Micha was extremely helpful and provided a very comprehensive review of our strategy. She responded to all of our questions to our satisfaction. These meetings have proved to be informative, useful and extremely pleasant. Thank you Micha! Bob and Darlene Low
We are both in our 60's and have nothing to show for retirement by making some poor decisions with our savings over the last 10 years. We know we are in a bad place financially, but Kelly Financial Services never hesitated to work with us. They have been a God-send and have treated us with utmost respect. We have been getting step by step advice to put us on track again and appreciate their strong commitment and dedication to their clients. Their new logo should be "No client left behind."
Kelly Financial Services is a exceptional financial service company. The firm is maintained by the highest degree of professional staff. The president and the staff have the highest regard for clients and for new clients looking for guidance in their retirement.
I was lucky to be able to meet with Mr. kelly. Amazing. I walked in a nervous wreck and left feeling like Retirement might actually be do-able. He went over all documents, explained options and possibilities and pointed out what I had done well and how To proceed. Unbelievably reassuring and helpful. looking forward to my followup.
100% happy with the meeting. William is completely focused on your questions and provides excellent advice. You control the meeting and there is no high pressure sales approach. I came away from the meeting with several action plans and a realization that I missed a few good opportunities by asking technical questions to less informed people.
Our meeting with Greg Murray was very informative and helpful concerning future actions and updates to our portfolio. He introduced us to Brandon Godfrey which also could lead to other avenues of investment. I am very impressed with your "Men in Black" concerning their very professional appearance and knowledge.
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.