This profile has been claimed by the business owner or representative.
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 |
His staff and he are very professional and responsive. I was impressed with the size of his operation as compared to two years ago. There is no pressure from Bill or his staff.
The meeting went very well. We covered a lot of territory. I am looking forward to our follow-up session and anticipate that my financial plans will be in better shape. Bill comes across as an informed, patient and warm individual who has the interest of his clients at heart.
After listening to Bill on his WRKO radio program for several months, my husband and I visited with him in his office. It was a very rewarding experience. He's a true professional with unusual caring. Family and friends as well as people in general are all important to this special man. He reviewed our personal situation and made some recommendations. When we asked about some legal issues he recommended a trusted attorney. We made the right decision to meet with Bill!
Had a great meeting with Bill looking forward to working with him in the future.Hope to put my investments working for me so that I can feel more secure for the future.
no matter what my fears or worries, bill is able to advise me as to what needs to be done and why, and then to facilitate its accomplishment. no fuss and no more worries!
Bill Kelly's Financial Services offers knowlege and expertise to those of us with questions. He is always accessible. During these tough economic times, who could ask for more!
Had an initial in office meeting which was very informational, had a few questions to clear up and then followed up with a phone appointment. Bill and his staff are helpful and very professional.
I had a very productive meeting with Bill Kelly. Bill was very patient and offered very sound advice. I look forward to meeting with Bill in the future.
Bill Has always treated us like family. He is always honest and sincere. When we visit he is very informative and professional. It'a a pleasure to do business with Bill. Thanks for everything.
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.