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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 Greg for all your help and support in our winding days before our full retirement . Great job
Spoke to Ken and discussed my investments, my present financial status and what course I would like to take.
We were very happy with our first meeting with Greg Murray. He provided us with information we did not know about and gave us constructive suggestions and answers to our questions. Overall it was a very good experience.
We. Presented for review our financial information. Discussed our investment ideas and goals. We were very satisfied with Mr. Ken O’Conner.
Always a positive meeting with Gregg.The out look is bright right now but Gregg gave me confidence should thing change he's prepared.
Re: Recently completed 2019 account review with Greg Murray. Another very solid year with Kelly Financial. Consistent quality, professional, and personable management.
I met with Greg and Ward and I had a number of questions about how to handle several items - IRA, Allianz Annuity, Brokerage Account, trust documents, etc.. They both were very helpful and professional, and Greg has been an excellent long term advisor. It was the first time I met Ward and he is knowledgeable as well. All my questions were answered, and I am very happy with all the information and advise provided. Our retirement planning is working out very well with Kelly Financial.
Met with my advisor early and on time. We had a positive discussion regarding my investment performance, and thinking about how to handle RMD in the not to distant future. We also discussed a potential real estate transaction. My advisor was very helpful suggesting various options as how to execute this. All in all it was a very informative and productive review.
I had my yearly meeting the other day with Brandon and I was impressed with his professionalism and insight. He even helped steer me in a direction I was debating internally for a while but needed more clarity which Brandon was happy to help with. I enjoy working with the Kelly financial people and Brandon is a shining example of why I and so many others do also!! Thanks Keith Torrisi Wilmington
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 on Monday at 9:30 a.m.