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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 |
Have been with Kelly financial for a year well satisfied with results so far. Micha is a credit to to the staff.Looking forward to many years of financial stablity. Thank you
This is our second year with Kelly Financial and we couldn't be more pleased. Misha, Bill, Greg, and now Andrew have been super and the "family vibe is still there. We are so happy to be with Kelly Financial. Keep up the great work!
I'm very impressed with the knowledgable and professional financial review I had with Greg Murray. He always explains the status of each of my accounts and answers all my questions. The rate of return of my portfolio has exceeded my expectations at an acceptable level of risk for me.
So far so good with Kelly Financial. Greg talks with us on a 8 week schedule and now we've just completed a in-house six month review. Simple, clear, straight talk in a very friendly way! Quite pleased!
Glad we switched. My wife and I are ready to retire and we needed a more hands on approach, Greg Murray is making us VERY comfortable.
From the time I walked in until the time I left, I felt I was in the presence of professionals with integrity. I am in the process of talking with my wife and will be in touch for second meeting soon. Thank you Tony
I would highly recommend Kelly Financial Services, especially if you are a bit confused at present and in need of financial expertise. One of Mr. Kelly's associates met with me and was very helpful. I actually got to meet Mr. Kelly and he seemed to be a very honest caring individual. Thank you Kelly Financial.
We met with Micheline Dagher for a review and advise on the various types of annuities, Michel gave my wife and I an excellent overview of our particular willed annuites, and gave advice on the most cost effective method of cashing them in for estate settlement purposes.
Because of a significant change in my life and income I was very worried about the future. Greg explained everything and gave me a forecast that would cover me til age 100. We also discussed purchasinga car and the pros and cons of renting vs a new mortgage if I relocate. I left feeling relieved and knowing that I am in good hands with my investments
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.