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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 |
When I chose the Kelly team to manage my inheritance, I know that my dad smiled down at me thinking, "he finally made a smart decision."
Mr. Kelley states that his faith in Christ is the foundation for everything he does. Well, I can attest to this. I am not a "high net worth" client but Mr. Kelley treats everyone that walks through his door the same. He extended himself to me and is helping me reach my financial goals. He is kind, generous, and humble and might I add, extremely knowledgeable and intelligent. He's everything he seems to be from his radio persona and then some.
My wife & I met with Bill Kelly to discuss planning for the future and wanted to learn about how trusts could help us preserve our estate for our children. We also wanted to know if there was anything else Kelly Financial could help us with. Bill shared a couple of ideas and recommended we meet with a trust attorney. He complimented us on our success in investing and told us we did nor appear to need his help with managing our money. Very reassuring in these tough times.
Mr Murray provides solid advice on our investments and follows up with recurring reviews in a timely manner. Our investments have averaged 18% or better for the past 12 months. The entire Kelly Team make you feel like your part of a family and they really enjoy what they do.
I met with Greg today to review my financial status with investments. How nice to see a firm that is watching out for you and I no longer worry about opening statements from a broker!! They are efficient, caring and have your back!! Thanks for all your help. It is appreciated.
I was interested in checking them out. I reiceved a call and made appointment over the phone. I receive friendly reminder about the time. I made sure I was not going to be late. Its 35+ miles away from my home. Again the day before another reminder about the time.I get there 5 mins before the appointment, Sit for 25 mins then, leave for home. 35 mins pass, I get a call they they are now ready for me.Sorry my time is important to me too. SOooo, I'll call you,,,dont call me!
I met with Misha Thursday to review my finances. I also had some other questions for her about some stocks. She was very helpful with everything and informative. I feel comfortable with Kelly Financial handling my finances. Thank you
I recently met with Bill Kelly over some Medicare questions I had. He listened intently and answered all of my questions in an easy to understand way. He was thorough and very informative. I would highly recommend Bill and his whole team.
Although my portfolio does not require the services of Kelly Financial Bill Kelly looked my finances and said that I was doing good. My goal is to be able to take of myself and to live independently. Because of the very traumatic state of the coountry's physical state I needed assurance that I was on the right tract. It was a pleasure to meet Bill in person.
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 open now. It will close at 6:00 p.m.