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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 |
First meeting with Greg, was impressed with his knowledge, showed great patience and very personable. We believe we are on the right track with Bill and the crew, all have been extremely helpful, Thanks.
After listening to Bill's radio show, my wife and I made a recent visit to Kelly Financial Services. She had never listened to the show and was a little skeptical on our ride down. We are about 5 years away from retirement. Bill was great as was Greg. Both very patient and informative. We are looking forward to our next meeting.
my meeting with Bill Kelly was great. He was honest, and focused on my needs. He was genuine and caring. He exhibited a strong ethical character. I would trust him with my life savings.
Recently, I had the pleasure of meeting Bill, who had been recommended by a good friend, and his staff. I came out of the meeting with a positive feeling. I think that I will sleep better from now on.
A perfect gentlemen with a fine character. His radio show tells that. I was pleased to hear I did not need his services, but would feel most comfortable if I ever did need . His attitude of life is remarkable! all the best Bill , Clare
Each appointment is met with the utmost professionalism. I always come away feeling I have been understood. Any concerns are always addressed. Each member of Bill's organization are polite and courteous. They are all a pleasure to do business with.
I am very impressed with KFS. I could hardly believe that there were still institutions and people who seemed to care, to hold a deep and genuine respect for the client, and who weren't out for themselves. With all that's going on in the world today, and especially with the economy, I was entirely at a loss as to where to invest my money, if invest at all! As I told my wife after the initial meeting with Greg and Bill at KFS, I have HOPE for the first time in years that we'll be OK!
Time to do other things besides fret over which way the market is going with our money. I'm a good saver, but know zip about investing. The thing I like best about Bill Kelly and his staff is their attitude. Bill was very encouraging to us, and gave us time to think ,even though I was in a real hurry to have him give our portfolio some direction. We sing his praises, and are thankful the Good Lord led us to him !
Met with Greg Murray to go over my accounts setup. It was very informative. I learned great deal about investing and hope to learn a great deal more. Thanks
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.