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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 made to feel welcome and comfortable when we arrived. Our meeting with Bill was exactly what we were hoping to have, we are confident that they will handle our finances with our best interests in mind.
These guys are truly interested in growing your nest egg. They keep you informed. I have never had to wait to get an answer on any question. They are an ethical group that earns your trust through performance, and service. I felt comfortable since my first meeting Bill Kelly.
recently i had need of Bill's services, called and as usual, very quickly received a call back from mischa. she was able to resolve the issue satisfactorily. again, pleasant, prompt, and helpful could be the watchwords of bill's company. j
My Husband and I were not sure how to invest our money for our future. We were introduced to Micha and told her exactly what we wanted and she took care of the rest....A delightful experience with Kelly Financial Services....Blessings, Georgia & Steve
I showed up on time and waited 10 minutes before being greeted, I then spent over a half hour with a greeter, waiting for Bill Kelly. 30min later he left and came back to say Bill was still not ready. This was too long for me and I had graciously told leave. He asked to rebook, and I agreed, only never to be called again. So, they failed to 2 promises to me. I hope at some point I can come back and provide another review on a positive outcome to this saga.
I can honestly say that I have been very pleased with everything the Kelly team has done for my portfolio. I am especially pleased with the positive affect on it since we "fell of the cliff". Great work team, myself and family certainly appreciate your hard work and efforts. Whenever we have had a question or needed some guidance with our finances you have been there and gracefully obliged us. Thank you, and may God continue to shower his blessings on all of you.
I went for a 2:00 PM apointment 01/15/13 and I sat with someone who entertained me with trivial conversation for nearly an hr when he disapeared and at 2:58 I got up and left for home since I met no one who could talk about financial planing or the Living trust I went there to talk about. I notice that they had booked 4 people for a 2:00 o'clock apointment.
My wife and I were primarily attracted by Bill's family stories (on WRKO) about growing up in Rhode Island. After our first meeting, Bill now works hard to protect our portfolio and keeps us safe from wild up and down market swings and those drastic losses. Prior to Kelly Financial, my account plummeted downward a few times mainly because I just didn't have any time to keep track of the market. He has provided many safe investment strategies over the years.
Wow, I just had another review with Greg and after more than 2 years and drawing off some funds on a regular basis, I am still coming out ahead. It couldn't be better, and to top it off, everyone is always so polite and helpful. I should note that other family members and many friends are also being guided by Kelly Financial and they are also doing well. So, keep up the good work, it is truly a pleasure to be one of his clients.
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.