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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 |
Excellent meeting I have a deep sense of Peace.Much prayer has gone into my decision and I know Mr.Kelly will honestly help me.The whole team remains in my prayers,Mark
My dealings with Kelly Financial have always been professional, cordial, and extremely helpful. I feel comfortable going into retirement with their able guidance. Kudos to Micha, Greg, Andrew, and of course, Bill Kelly.
After listening to Bill Kelly's radio program for several months, I decided liked his business model and booked an appointment at Burlington office for my Fact Finding meeting. I was immediately greeted in the lobby and personally escorted to the office. There was an agenda with my name on it. I was having trouble putting things into words because I myself was trying to decide what I needed, but Andrew was very good at summarizing my needs and set up the next step to create a workable plan.
We chose Kelly Financial Services based upon recommendations from friends and associates. Our investments are the mainstay of our remaining financial retirement. Although our resources are not the largest, we feel the protection of those that we have will provide us with a comfortable day to day lifestyle. Very professional and friendly. Thank you.
Kelly Financial Services has provided extremely professional services at all times. President and Staff are the very best anyone seeking financial guidance could have to help them with the retirement and long term life expectancy goals.
The advice and support we are receiving from Bill Kelly is invaluable. We are very pleased to be working with such a genuine person who loves what he does. We have already recommended him and his services to others and will continue to do so because we trust they will get the same great guidance from Bill and his staff that we are getting.
My wife and I are facing an earlier than expected retirement due to an illness. I was very worried and afraid of what the future might hold. After meeting with Bill Kelly and Brandon Godfrey I am optimistic about our future. Bill Kelly is compassionate, caring and, competent but most of all professional. I thank God we found him/
We were very impressed with KFS. Bill took the time to present a game plan. Working Andrew Krout has been a pleasure. Look forward to a long relationship. The Leary's
As usual, great job by Micha and everybody in the organization. All questions are answered Thank you
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.