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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 have been with Kelley Financial since 2011, I am very impressed with the knowledge that Greg and others provide to me and my wife, They answer every question we have.
I had an informative review and update concerning my finances. I also had a question about a roof litigation that I received, and was given good advice concerning this subject.
The good news after being with one of the "Big Boys" and being stagnant for a while, we're now with Kelly. Every time we have a meeting we're ahead of the last time and leave with a plan to stay ahead. Greg suggests changes which cumulatively keep moving us toward our "End Game", retirement!
My experience with Kelly Financial has been a very good one. I feel secure letting them help guide me with my financial decisions. The word"integrity" comes to mind when I think of Bill Kelly and his very competent staff.
Review was excellent. Our portfolio Mgr. brought us up to date on our progress to year end 2014.and expectations for 2015.
Greg is a true professional and demonstrates a confident reassuring style in managing our retirement funds. He answers all of our questions completely and gives us a peace of mind knowing the Kelly Financial Team meets or succeeds all of our expectations. Michelle and I are Blessed to have met Bill over three years ago and being treated like Family. Michelle and I Thank You All So Much
On January 19th we met with Micha for a regular quarterly progress review of our holdings with Kelly Financial. As always she was very thorough in her explanation regarding our strategy and the progress that has been made. She made sure that all of our questions were answered. Thank you Micha!
thank you so much Andrew for being understanding guiding and professional enjoyed our visit with you very much looking forward to seeing you again for next year's review, again thank you so much.
My wife and I have been working with Greg Murray for about one year. We find him to be: -Professional -Patient -Thorough -Knowledgeable -Sincere -Patient (yes, I know I mentioned it already. You don't know my wife!) Greg is terrific at his job and is an outstanding person. Finally, I would be remiss if I neglected to mention that all the folks at Kelly Financial -- from the front of the house to the back of the house -- are genuinely nice people. God Bless. -Nick
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.