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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 |
We were referred to Greg Murray by our father-in-law and were not disappointed. Greg met with us initially to discuss our current financial plans, as well as future financial goals, and kept meeting with us until we felt we had a solid grasp on what was best for us. We can't say enough about how easy Greg made financial planning, and highly recommend Greg and Kelly Financial to anyone, young or older, novice or experienced.
As I told the person who interviewed me on the phone, I had done a lot with my estate planning on my own and I was pleasantly surprised meeting Bill Kelly and having him tell me that I had already covered everything. He gave me some suggestions in reference to an annuity that I own but that was it. I want to thank him very much for spending time with me. Carol Moore
When we walked into Kelly Financial we instantly knew we were in the hands of a SUPERIOR Financial Investment Service. Everyone we met with were highly professional, confident, and knowledgeable. We left feeling absolutely confident we made the right decision and our hard earned money was going to work for us now and grow. I would highly recommend Kelly Financial.
I was very pleased with the information I received and have a somewhat better understanding of my status. Micha was very knowledgeable and informative answering my questions, especially what I should do if I need funds in the future for house repairs or vacations, etc.
Very impressed with performance on my accounts. Bill & Greg were very informative and helpful about specific stocks, the market and trust vehicles to better protect my holdings. I have highly recommended Kelly Financial to family & friends.
Have had one meeting thus far. Look forward to receiving the necessary info for a second meeting. My initial meeting was worthwhile and was clearly during a time of tight Kelly Financial calendars - I thought the competing needs were managed well enough. Offering clients and potential clients the opportunity to offer their thoughts via a review speaks loudly about Kelly Financial's dedication to having delighted clients rather than simply satisfied clients.
Met with Bill yesterday and as always it was a pleasure. He explains everything he is doing and what his visions for the future markets are. This makes it very refreshing as well as understanding. Always been very happy with Kelly Financial Service.
My wife and I couldn't be happier with our first meeting with Micha. What a smart and personnable young woman who treated us with respect and answered all of our questions. Looking forward to a long and trusting relationship with Kelly Financial Services
Very open and willing to discuss any and all portfolio matters, the economy and what you want re: IRA and non IRA E.V.
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.