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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 |
What a great bunch of people to work with. I was really impressed of the knowledge and help Bill provided me. It is too bad that I didn't go to him years ago, God bless you and protect you Bill.
I CALLED BILL kELLEY TO SEE HOW I COULD GET SOME $ FOR A CAR WITHOUT PAYING TAXES ON ANY WITHDRAWALS FROM ANY IRAS, AND HE INFORMED ME THAT I HAD CASH IN MY ACCOUNT THAT I COULD JUST TAKE OUT WITHOUT ANY TAX PAYMENT, OR USE MY HOME EQUITY AND PAY MYSELF BACK....OR USE THE TWO. IT WAS NICE TO KNOW I HAD CHOICES I HADN'T THOUGHT OF........THANKS BILL KELLEY
I was quite satisfied with the manner in which Greg Murray handled my portfolio. All questions were fully answered. the meeting started right on time and was conducted in a comfortable setting.
Bill and his staff made me feel quite welcome. The office was set up to provide me with all the technical details I needed to get answers to my questions. The meeting felt like and invitation to address my needs, not a sales call. I believe that Bill and staff put the customer first and that they have a higher calling and purpose than just trying to make a dollar.
I was given updated information on my finances by Gregg, who was very helpful and answered all of my questions. I am nervous about the stock market situation, but Gregg was encouraging. Sincerely, L.S.
Bill Kelly reflects the best qualities of men:- Loyalty, humility, and caring. Regardless of one's stature or financial portfolio, Bill is overwhelmingly inclusive. Bill's acts of charity are broadbased and per his wishes remain anonymous. Bill is a great American, dutifuly appreciative to God for his success, health and family and everyone I know trusts him implicitly.
Based on my employment situation, we had to make a decision on how best to "roll over" my current retirement fund into a secure, money-making account. Bill looked at our information, assessed our needs, and advised in a way that we felt secure in. We felt like he was an old friend.
In this crazy market, not too bad. Decent plan to minimize any losses, which seemed to make sense. Excellent personal relations, discusses everything you need or want. Knowledgeable, personable and genuinely concerned for you.
Bill takes the whole life approach when considering your retirement planning. You feel like family and not just a client. Bill and his skilled team are available and effective when called on. Their philosophy is maximizing your wealth cautiously and protecting it for the future. People you can trust. I recommend Kelly Financial Services to all looking for sound money management.
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.