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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 |
Greg not only knows finances and investments, he know s ME. He addressed my concerns, listened carefully and walked me through various options. I always enjoy our meetings and leave knowing that choosing Kelly Financial was oneof the best decisions we ever made. Thank you! Barbara
Retirement is not the same as your parents retirement. When we sat down with Micha Dagher at Kelly Financial she made things easy, told us not to worry and enjoy life. After one year we could not be happier she has done a great job and we are glad we have Kelly Financial on our side.
Very professional and pleasant to work with. Personnel are very knowledgeable about all aspects of financial and estate planning.
I received professional, courteous service at Kelly Financial. As a newcomer, time will tell if my financial plan is successful.
To decide to retire was the hardest decision I ever made in my life. The next hardest decision , and the most daunting, was how to manage my money. I knew I needed professional help. After meeting with many agencies I have chosen the Kelly group. I feel like they are the real deal and that they have my best interest at heart. Time will tell. I like the fact that they focus only on retirees. I look forward to them keeping me financially secure for the rest of my life.
We look forward to a great relationship going forward with Kelly Financial. The Markarian Family looks forward to being added to the Kelly Financial Family Clients. Micha made me and my family very warm and comfortable going forward that our financial needs and requirements will be achieved and then some.
Set up an appt. to review accounts, spoke with Brandon,he is very knowledgable and curtious. He explained all our options available to us in a very understandable manner
Awesome,,,It was a brief meeting, all the questions I ask were answered, looking forward to the next meeting.
Excellent experience. Micha, and staff, are implementing our goals of adequate retirement income and preservation of estate for our children. The most important aspect of our relationship is trust. Bill Kelly is an honorable man of faith and also an expert in his field..
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.