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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 |
IT WAS FORTUITOUS FOR US TO STUMBLE UPON KELLY FINANCIAL SERVICES' WEB SITE WHILE LOOKING FOR THE BEST WAY TO PURCHASE GOLD. MR. KELLY WAS FORTHRIGHT IN SHOWING AND INFORMING US ABOUT THE GOLD MARKET ALONG WITH THE WHAT THE BOND MARKET WAS DOING THAT DAY AND WHY. HE TOOK HIS TIME WITH US AND ELUCIDATED US IN WAYS OTHER BROKERS COULD NOT. HIS OVERALL DEMEANOR WAS COOL YET 'COULD REALLY TAKE CARE' OF HIS CLIENTS IN THAT IT IS APPARENT HE IS EXTREMELY KNOWLEDGEABLE & CAUTIOUS ABOUT THIS BUSINESS
gregg was all business and had all the right answers for someone just starting out with a small amount to invest and hopefully grow, with future additions/deposits in the balance. hope you are up to the challenge with all the uncertainty that faces us in this once great country.
No hard selling,no rushing through interview. Bill reviewed my situation and informed me I was doing fine and did not need his services. We the spent a few moments discussing some of my ideas and his suggestions. He recommended buy Ford and I went to my car and bought it. Well worth minw time and will continue to listen to his show
Bill Kelly was warm and gracious steering a couple of old timers who are in the twilight of a very mediocre life, in the right financial direction. Lawyer Matt Marcus was another class act who was informative, friendly, and patient in handling our affairs
tHANK YOU FOR TAKING CARE OF MY FINANCIAL FUTURE..I FEEL I AM IN GOOD HANDS.tHANKS BILL FOR ALL YOUR HELP AND SUPPORT AND LOOKING FORWARD TO MANY MORE YEARS OF YOUR EXPERTISE.THANKS TO ALL OF YOUR EXCELLENT STAFF.
Mr. Kelley has a broad and detailed knowledge of the financial world. He can address issues in almost any area and provides useful observations and suggestions reflecting vast experience.
From the beginning of our business with Kelly Financial Services and through the process was a breeze, with confidence that we made the write decision.
It was good to know we were on the right track regarding my parent's estate. It was a pleasure to meet Bill Kelley, whom I've listened to on the radio over the last few years.
Arlene Bolia The quality of communication and Information received is very good and will be great to keep on hand, and the mail delivery was as promised.
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 tomorrow at 9:30 a.m.