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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 |
Hello Bill, My wife and I enjoyed meeting you, and we appreciate the time and feedback you offered. Your genuiness, confidence and knowledge came through. We will very likely be having future meetings toward a continuing relationship. Thanks again. Jack Helbick
I had know idea where to turn or who to go too when I was looking for some guidance. I had listen to Mr. Kelly on the radio for many months, was so impressed that I made an appointment to see him. Bill Kelly was so professional, knowledgeable and kind . I left his office feeling well guided. I cannot thank you enough. Grateful Always,,
I put off getting retirement advice for a long time - because I felt that my pension benefits were too small to bother a planner with. Still I wanted to protect what I had and grow it a little if I could. So after listening to Bill Kelly for many months I called for an appointment. No millionaire could have been treated better than I was and I now have the peace of mind of knowing that I have Kelly Financial to turn to for advice.
Hi Bill, It was a pleasure to meet you yesterday. I appreciate the time you took to learn about me and my family. You've certainly given me a few things to think about while I make my decision on how to prepare for my retirement years. Thank you for your book I look forward to reading it. Rudy Paquette
The experience was wonderful. Bill and Micha put my mind at ease about the future. They were efficient and thorough. I feel as though I made friends. Thank you for taking time with me and for all your advice.
I have had the best experience with Kelly Financial Services and everyone who works there. Bill really cares about people and you are not just a number but he makes you feel like Family. I know what ever he does is in my best interest. We are so blessed to have him in our lives.
This was the best move I ever made to get out of a large Boston financial firm and switch my financial planning over to Kelly Financial Services. The customer service is outstanding. They really care about each and every one of their clients and take time to answer all of your questions. They are also great resources for identifying other professionals (ie. lawyers etc) as you plan for retirement. Their staff is professional and well versed on all your financial needs. Give them a call.
Bill, Meeting you confirmed my initial impressions from listening to your radio show. You were very patient and considerate while engaging my Dad listening to his life stories and sharing your own. My Dad ended up trusting your advice and we are proceeding with your recommendations. Sincerely Joe Welsch
Hi Bill, and Happy New Year! I have been your client for almost three years. Your sound financial advice has made my portfolio grow beyond my expectations. But more importantly, your love for God and country has given me a special affection for you and your company. All best wishes to you and your family in the future. Most sincerely, Charlie Payne
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.