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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 |
Thank you Bill Kelly for providing a great experience. Brandon Godfrey and the staff at the Braintree are always courteous an professional.
Had a good session reviewing our account, the current roughness with the market, and setting a date to talk at the beginning of the year. No questions from this end....just pleased to being kept up to date.
Our decision to select Kelly Financial did not come easy. We researched several financial advisors and chose Kelly for one simple reason, TRUST. Finding a team that can be trusted with your lifetime savings is a difficult decision and Kelly Financial gave us that comfort and TRUST. Thanks Kelly Financial for your professionalism and your care in developing a solid financial strategy for us.
I am very satisfied with Kelly Financial Services, and feel comfortable with them handling my finances.
I have just met Kelly Financial Services and am already so impressed by their level of service. From immediate contact to mailing which helped prepare me for the meeting, to being greeted by name and escorted to the floor upon arriving, to seeing my name printed and displayed on the desk when I walked into the meeting room. The advisor put me immediately at ease. I felt I was in very good hands. All these details really matter. I believe that I made the best decision of my life!
Marsha and I visited Kelly Financial with an open mind however were somewhat nervous because we always did our own finance activity. We quickly relaxed when talking with Bill Kelly as he explained our potential to live a financially secured old age if we develop a solid strategy. Well, we took his advice and set up a second appointment and made the difficult decision to have Kelly Financial give us our best chance for a secured future.
I attended a imfo meeting in Newton with Bill a few yrs back and put it all on the backburner,I was impressed with what I heard he was sincere and truthful.I found myself reaching out for his help in July 2014.I'm not ashamed to say that I had tears in my eyes when I finally made the decision to call Alexies and make an appt.There was such a feeling of Peace that I was making the correct move.I'm truley grateful to his wisdom a great man to have on your team.
I feel I was very lucky to have listened to a good friend when she recommended Bill Kelly Financial when we retired 5 years ago. I had my 401K but had to figure how I was going to live on a fixed income and make sure that i would be alright in the coming years. I am very pleased to say that investments that Kelly Financial made for me have grown more than I expected and I feel that it is their ability to stay in conservative investments and still gain, somehow, is the key and I am pleased.
Options of available ways to use retirement investment plans to obtain periodic funds in a safe and extended access of income was discussed. As always, KELLY PROS were capable of providing excellent advice and setting in motion the process to implement getting funds to augment elders income. It allows them freedom for health care, good times, recreration, and independence. It's always been the Bill Kelly way!
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 867 reviews.
When is Kelly Financial Services LLC open?
Kelly Financial Services LLC is closed now. It will open at 9:30 a.m.