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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 found out that I had to retire 1 year earlier than expected due to an illness with which my wife was diagnosed. I need to be with her. I met with Bill Kelly and Brandon Godfrey and my mind was put at ease immediately. Brandon worked tirelessly and with great professionalism to craft a plan which I am confident will allow us feel safe in retirement and still leave something to our children. Thanks also to all of the wonderful support staff in the Braintree office.
I met with Brandon Godfrey and discussed my financial and business goals, and he was able to explain various approaches that met my expectations. I felt very confident that Brandon has the skills and customer focus to assist me with my financial and business goals.
Aug 14, 2014 It was a pleasure to meet with you. Thank you very much for your assistance and sincere feedback concerning our trust and portfolio. We are following your advice and have a upcoming meeting with the attorney you highly recommended.
My wife and I met with Greg last Saturday, as usual we were very satisfied and he answered all our questions. We are very satisfied and have all the trust in how Kelly financial Services is handling our portfolio. God Bless,
We are working with Micha to plan our retirement budget and investments. She is very knowledgeable and empathetic as she seeks to guide us down a road we have not travelled before. We have utmost confidence in Micha and Bill Kelly.
Greg and Micha helped me in setting up an annunity . They were patient, and took the time to explain things . I am very nervous about making these decisions at such a volatile time in U.S. economy. They were compassionate in their understanding and guidance. Bill Kelly inspires trust ,and that is the experience I had with them.
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.
Meeting was professional, informative and addressed my concerns. Transactions were performed and strategies were discussed.
I could not have been more pleased. I have already spoken to friends about my experience which I found professional and caring.There will be s follow up meeting. I found Mr. Kelly and associates very knowledgeable and helpful. Also, great location and easy to find.
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.