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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 start, very nice front desk service personal, I look forward to meeting Mr. Kelly again in 2 weeks, and then will provide more review.
I have had 3 meetings with Kelly Financial as I plan my retirement. They have been great to work with. I feel they are honest and not at all pushy or aggrsivemfornthe sale. I really like that. They have present a well balanced approach and have not overstated their returns. Very profesionalmwhile remaining warm and friendly
Excellent service , Answered all my questions.I have been very happy with everyone at Kelly Financial Services. I trust the company with my finances.
that was my first meeting ,and at the meeting with Bill Kelly and his staff was very good ,thank you.
The portfolio is exactly where I like it to be. No surprises. Pleased with portfolio and customer service
Excellent courteous, knowledgeable staff. I have been with this staff for over a year. I'm satisfied with the Anuity but not with the rest of my portfolio. I have friends that remained with Fedelity that manage thier accounts. Same status but thier portfolio grew where I lost or broke even. I'm frustrated hearing the results after each meeting.
I feel like they really listened to me and evaluated my situation and gave me excellent guidance to push me in the right direction. thanks miche.
It was great to meet Bill Kelly and also get going on some real growth through Kelly Financial. I have been listening to Bill on the radio for a long time and I felt I already new him when we met. We seem to have a lot in common and I expect this to be a great relationship.
Nice experience, courteous from what appears to me to be a helpful and informed staff. Went right to work getting information and contacting my plan coordinators. Looking forward to not only your years of experience but gaining knowledge myself. John noonan
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.