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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 |
Was a wonderful meeting ! Felt like walking into a friendly home rather than an office.I was literally warmly greeted at the door of the building by Mary Madeline. Had an infomative no pressure overvew with Brandon ,about kelly finacial services and how they could assist me in retirement. I look forward to our next meeting with a more detailed look at my needs !
I can't thank Brandon for all the work he has done for me and the advice he has given me. He handled something for me in a very short time - where my previous financial company couldn't complete in one year. I like the fact that he does call every few months to see if I have any questions on my finances. He really is a wonderful person and I enjoy working with him.
Daniel always does a wonderful job! He is informed about the status of our investments and recognizes how important they are to our well being. He is forthright in answering any questions we may have. Working with Daniel is a pleasure. R.Low
I have been a member of the Kelly Financial Services for over 10 years. My financial advisor is Daniel Christensen. He is aware of my financial status, provides advice and clarifies any concerns that I have: For example If I get an e-mail like take your money out of the bank by 12/18. I call him ; he response ASAP. He monitors my accounts and offers advice. What more can I ask for. Even though I do not have a large account, he still makes me feel like a valued customer .
Good review, update and scheduled next appt. Only other thing I was wondering about is learning and listening about Estate Planning. I mentioned a dinner seminar in Plymouth (1 hr+ drive) because I never see any around here.
Signed on with Kelly earlier this year Just completed my first meeting with my advisor Greg. Meeting went extremely well and I'm pleased I made the decision to move to Kelly.
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Dan provided a through explanation of market expectations. We also reviewed my account . Dan was professional and easy to talk to about my profoilio. Thanks Dan
Always a pleasure. Kelly Financial Has been very professional in all my appointments and look after my portfolio with an interest in me, the client. So happy to see Mary Madeline join the company and young William with his Comments. A family business that i admire.
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 on Monday at 9:30 a.m.