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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 want to take a moment and thank Kelly Financial for the wonderful job they do in handling my IRA, Fixed Annuities and other accounts. They have met and even exceeded my expectations on how well they have managed my accounts. I look forward to a long and profitable association in future years. They have earned my trust and appreciation for a job well done and would recommend them without hesitation to young and old.
Expert Advice and Understanding Jul 20, 2014 I met with Greg Murray about setting up my IRA withdrawals, and he got a very good picture of what I wanted and we decided on a very satisfactory plan. I spent 30+ years saving this money, and now I need someone who can manage it to last as long as I need it and even have the possibility of handing some of it on. I felt completely confident that Greg knows what I'm looking to do and how to accomplish it.
Always well informed, clear, and concise. I'm confident that my retirement investments are safe in Micha's capable hands.
I have listened to Bill Kelly on the radio for the past year or so. His financial knowledge is very deep and he knows the economic ups and downs. So, I decided to make an appointment. The first meeting was with Andrew which was fact finding and to decide what my financial objectives were and in the second meeting he presented his plan. My impression was that they are pure professionals and they see each client as an individual and treat each as such. Integrity, that's the word. Thank you!!!
Kelly Financial Services is a outstanding firm. The professional staff is completely confident and holds the client in the highest regards.
My wife and I just completed our annual investment review with Kelly Financial Services this past week. We are very pleased with the personal and professional manner in which our review was conducted. Ms. Micha Dagher was kind,patient and responsive, making sure that all of our questions were answered completely. She made sure that we fully understood our current financial status and helped prepare a strong plan for the future.Thank you Micha!
I met with Micha for my annual review of invenstments after my first year with Kelly Financial. Micha was proactive in taking the time to summarize all the datails to a single spreadsheet which was easy to follow. I also had a change in coorperate ownership at work which i was planning to review options for rolling my 401k. I has very happy to see Micha had heard of the change and presented options to me which i felt were well thought out. I left the office very satisfied.
I felt, I got 5 star treatment on a three 3 star budget. I met with Greg Murray August 19th. I needed to talk about IRA withdrawals. Since being now retired, need to make my savings to last, and with the possibility of passing on some. I felt completely confident that Greg knows what I'm looking to do and how to accomplish it.
I met with Misha in the Burlington office. I could not have been more pleased. I was a bit nervous at the prospect of getting started but she made the whole process simple and easy. She made me feel very much at ease. I look forward to a long and prosperous relationship.
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.