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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 |
Stopping by for my quarterly reviews is always a pleasure at KF The updates are interesting, the people are well informed and professional and I always feel warm and welcome
We cannot say enough about the professionalism, expertise and warmth that was abundant when we met with Micheline Dagher yesterday. I am not susceptible to making decisions on the spot but it was clear to both of us half way through the presentation that their products are exceptional and we are happy to say that we are a new customer and excited with our informed choice.
I found Kelly Financial through my mother. I became permanently disabled and Kelly took on so many services for me. I can reach someone to ask questions and every person at Kelly reflects Bill Kelly's belief system. They are kind, considerate, caring and helpful. They have helped me with many decisions to enable me to live comfortably and with dignity. I recommend Kelly Financial to anyone needing financial advice. (This is being typed for me due to my disability.)
I have placed my trust in the Kelly Team since 2009. Throughout that term, every member of the team has shown professionalism and wisdom in how the firm has managed my portfolio. The costs are fair, the returns more than adequate, and the service is always prompt and thorough. In the world of ever changing financial challenges the Kelly team is always there to help navigate these tricky waters.
We have been with Kelly for 2+ years and worked directly with Micheline Dagher and Greg Murray and have found them to be very knowledgeable and responsive to our questions and concerns. They helped us through the retirement process with transferring investments into less risky options while still providing growth as well as principal guaranteed annuities. Would recommend them to any potential clients.
Very pleased with the outcome of the meeting. very productions and all questions were answered. Thank you!
I cannot say enough about Kelly Financial Services. I am so glad that I listened to Bill that Saturday AM. Greg Murray is my advisor and I have never met anyone quite like him. I keep telling my friends that they have to meet this guy. He is fabulous.
We continue to be both pleased and impressed by Misha who is part of Bill Kelly's team. We are always made to feel welcome, and given the time needed to feel comfortable with the information presented, and to have our questions answered. Bill's entire organization has given us a comfort level that they definitely know what they are doing, and are helping us to achieve our goals.
Greg Murray is an amazingly accomplished, smart and kind person and I am thrilled to have him as my financial planner, under the guidance of Bill Kelly. He goes over and above to make sure that I am comfortable with anything to do with my finances, assists with technical difficulties, joins me in complicated, tedious phone calls & makes sure I am set up properly on all accounts & computer issues. Greg is so resourceful and is a pleasure to work with. Thank you Greg, for everything you always do!
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.