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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 am very satisfied with the service I receive, Even I don't have a million dollars invested, I am always treated as one, and they don't leave one question unanswered. I wish I started with Bill years ago. God Bless.
Kelly Financial is like doing business with your family. They all are very considerate and are sensitive to your needs. We have had several financial institutions in the past but none compare to Kelly Financial. I would highly recommend them to anyone who wants a more secure future and peace of mind. Kelly Financial is truly an exceptional financial institution.
I was satisfied with the review of my accounts for the last year and from inception. Keep up the good work.
We are elated to be working with Mr. Kelly and his company. Greg, Misha and the rest of the crew are professional and a pleasure to meet with regularly. We have been customers for over 2 years and see that they are successfully expanding. Yet, they treat us, our investments and our future interests as if we were their only clients. All the best to Mr. Kelly et. al. and to those customers who are smart enough to choose them as their financial advisors.
Have been with Kelly Financial for a year and Greg Murray has been great. I was looking not to lose what I had saved and so far I have some positive gains thanks to Greg, Bill and the staff. Looking forward to continued "peace of mind". Thank you.
My wife and I are so pleased to have Kelly Financial in our lives. The staff is wonderful and very "family style" in their approach to dealing with clients. We feel that we can entrust our financial affairs to Kelly Financial. Misha, Greg, and Bill have treated us as family members. Five stars!
I am a 45 year old male. I was unsure of what to do with what little savings I had and who to turn to. The Team at Kelly Financial helped me with a plan going forward and made me feel comfortable that my money and future will be as safe as can be. There are always risks, I understand that. They helped me understand those risks and that is comforting in some way. Thanks again Keith Torrisi Massachusetts
Had my review meeting at the Kelly office and we went through my retirement and brokerage accounts and discussed strategies regarding bond vs. equity holdings. Greg made some suggestions which all seemed very sensible given the state of the market. All in all a very good and professional update session.
Expected an in charge,we can do this for you in regards too your current portfolio. I could not understand the writing on page I Left with. It was a just a friendly conversation,with a pleasant knowledgeable,and intelligent Bill Kelly. I was not disappointed in him in that aspect,or as a person, Just that I came out, the same way I went the mtg. " Is That All There Is To a Fire," is what I felt, too use the title of the a song by Peggy Lee. Did I waste my time...No, not at all. I'm good.
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.