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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 |
Although my time with Mr. Kelly was brief, I did receive some info suggesting the direction I should pursue to enhance my financial situation.
I spoke to Miska twice about letters that I got in the mail. She was clear, precise in her clarifications for me. Whenever I call or visit the Kelly Financial Services, I fell that the staff has my interests as priorities.
I found Bill Kelly and his staff were very helpful,knowledgeable and easy to talk to during my visit. I highly recommend this company.
I went to myscheduled meeting with Bill at the Burlington location at least a half hour early. I waited for more than 30 minutes. Two people who were also waiting were taken before me. When no one came out to explain the delay I left. No one called me to reschedule. Very disappointed.
Spent 20 minutes with Greg Murray & he was very professional in his advice and explanations of my account. Thank you Greg!!! MikeH
In our free initial consult, Bill indicated that we're doing fine on our own, and do not need a financial advisor, but identified the need for us to work with an attorney specializing in wills, trusts and personal foundations. Many others might have tried to line their own pockets by finding ways of making us feel we needed them. Kudos to Bill Kelly for not taking that approach. We will not hesitate to visit Bill in the future if our needs should change.
As one of Bill's originals - I always enjoy my visits. I feel confident in his advice, which he gives on many different subjects. Thanks for being a great financial adviser as well as a friend.
First meeting went very well. Didn't meet with Mr. Kelly but have follow-up meeting with him. I had prepared detailed balance sheet and also brought copy of tax return, long-term care summary sheet, and a worksheet with all my financial information in a nutshell. All this material helped the flow of the meeting. My suggestion would be to bring as much detail to the meeting as possible.
Above anything, Bill Kelly is a genuine gentleman. He listens and HEARS what you are saying. Because of this skill, he is able to offer practical, real-world advice. Thanks Bill. I am looking forward to working with you. Sincerely, Daria Bruno, WHJJ Radio, www.lockstockanddaria.com
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.