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Kelly Financial Services LLC

4.8

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

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WeekdayScheduleStatus
Mon9:30 a.m. to 6:00 p.m.
Tue9:30 a.m. to 6:00 p.m.
Wed9:30 a.m. to 6:00 p.m.
Thu9:30 a.m. to 6:00 p.m.
Fri9:30 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.8867 reviews
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John & Catherine Reardon's profile image
John & Catherine Reardon 
on www.kellyfinancial.org/

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12 years ago

Only high net worth need apply. Already invested? What can he say? Have a good deal of play money, maybe he could help you. Never received the promised 100 dollar certificate. Nothing is free. 

Lynn & Jeffrey Cody's profile image
Lynn & Jeffrey Cody 
on www.kellyfinancial.org/

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12 years ago

Thank you Bill Kelly for your time, and thoughtful advice and recommendations. We feel confident and reassured with you in our corner and appreciate your knowledge and kindness in working with us. Your staff is also excellent. In addition, we continue to enjoy your radio show. 

Robert O's profile image
Robert O 
on www.kellyfinancial.org/

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12 years ago

Greg does an excellent job of answeing my questions and goes above and beyond in seeking info for me. Thanks 

Gordon Schultz's profile image
Gordon Schultz 
on www.kellyfinancial.org/

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12 years ago

I can't say enough about Kelly Financial Services. The people who work there seem to take their cues from Bill Kelly himself, as they are very knowledgeable and willing to to ask others or do research when a question arises that they can't answer immediately. They are thoughtful about their clients, really taking into account our particular needs and values. And they really seem to care that their clients do well. 

Ronald & Carol B's profile image
Ronald & Carol B 
on www.kellyfinancial.org/

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12 years ago

We received excellent answers to our questions concerning accounts we have. The advise given to us has helped out significantly in preserving our money for retirement. Your service has always been friendly and courtious. Thank you 

Frank & Jeanne Zarba's profile image
Frank & Jeanne Zarba 
on www.kellyfinancial.org/

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12 years ago

Our meeting with Mr. Kelly was like visiting an old friend. He answered all our questions and did not try to "sell" anything.... 

Ken & Paula W's profile image
Ken & Paula W 
on www.kellyfinancial.org/

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12 years ago

our most recent visit to Kelly Financial was beneficial to us, with near future reitrement and the next presidential election nearing we wanted our HARD-EARNED money to not only work for us but to also be safe. Mr. Kelly and his well mannered, well educated staff helped us rearrange our portfolios to where we are comfortable in going forward. thank you paula and ken 

Herbert & Vikki Webb's profile image
Herbert & Vikki Webb 
on www.kellyfinancial.org/

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12 years ago

We are not large investors, yet I truly believe that we are treated with friendly courtesy & sound advice. Kelly financial has always taken all the time we need & answered all our questions with skill & honesty. I highly recommend Kelly Financial for their integrity & their assistance. I'm real glad that I listened to Bill's radio show. Our financial future is looking up. Thank you, Bill Kelly. 

Tony Colton's profile image
Tony Colton 
on www.kellyfinancial.org/

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12 years ago

I have listened to Bill Kelly on the radio for several years, I feel as if I know him and his family. Most of Bill’s views, Family, religion and politics are in alignment with my own. After a long period of procrastinations I scheduled an appointment with Kelley Financial and I was pleasantly surprised how Bill Kelly was able to remove the fears of retirement and of the depreciating 401k. I am looking forward to our next appointment  

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 at 9:30 a.m.