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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 met with Greg Murray for my regular Quarterly Review and to finalize the great work he had done to distribute our family trust shares. He was so helpful in working with me settling my mom's estate. The review was very succinct but comprehensive. Greg answered all my questions completely and the best way to move forward. He also provided y-t-d income analysis to use for year end tax planning. In summary, Greg has provided me with excellent financial counsel for about 2 years.
I've been a client of Kelly Financial for almost six years. During that time I have come to know most of the staff, as well as Bill and his family. For the entire time, every one of my inquiries and requests have been met with superb promptness and professionalism. Of late, Greg Murray and Andrew Krout have navigated some pretty complex waters on my behalf. We put our faith and trust in them to care for a lifetime of savings across several generations without worry.
Discussed the status of our investments as to which positions could be tweaked as the market continues to improve. Greg put in place the necessary requirement to donate our 2014 MDR to a third party. Also, set it place the procedure for the 2015 donation. From A-Z, it was handled with professionalism and clarity. Missed seeing Bill though :-(
I cannot tell you how happy I am that I made an appointment to meet Bill Kelly. Every person I met on the team was professional, considerate and knowledgeable.Greg Murray is fabulous. There is a comfort level here that I haven't experienced previously. I feel secure in the decision making for me and the explanations. Keep up the good work Kelly Team!
Met with my representative from Kelly Financial, and found she had prepared a simple plan as asked to meet my requirements as I transition into retirement. The plan will at the same time dea with the IRS requirements for minimum withdrawals from our IRA's, with virtually no additional work in preparing our tax returns. All my financial worries are taken care of. These are very good people, skilled in their work, and caring about their clients whether they have a little or a lot to invest.
We just had a meeting with Mishe Dagher and, as usual it was a great experience. She is so personable and dealing with her is like dealing with family! We are very comfortable and trusting of Kelly Financial and who to continue our beautiful relationship.
Excellent service, thorough and personalized to fit our needs. Micha is outstanding. Bill Kelly and his team can be trusted to do what is right for you. They have for us.
Bill Kelly's and his Staff of Financial advisors put my mind at ease about investments, I feel very comfortable with the annuities I have and security for me and my family. I worry less about what the stock market is doing.
I am very pleased with Kelly Financial. I had to plan for my financial future but the older i got the more i needed help. I heard about Kelly Financial on the radio and did alot of research and found they catered to older citizens which was perfect form me. I'm very happy i went to them and now feel confident that my future can be bright!!! Thank you Kelly Financial!!
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.