Claimed

Kelly Financial Services LLC

4.8

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

4.8951 reviews

Select a rating

Judy and N.

15 years ago

Bill is so well informed and very efficient. He has a relaxed manner that puts you at ease even though discussing finances which can be stressful. He gave us some excellent advise that will save us money and allow us to be more in control of our investments.

Paula N.

15 years ago

My consultation with Bill Kelly was time well spent. I am not as knowledgeable as I want to be on planning for my retirement, and my meeting with Bill Kelly gave me a good undersanding as to where I stand curently and good advice on how I should proceed. Thank you!

Barbara D.

15 years ago

I didn't know what to expect, and felt really uneducated about investments. Bill was respecftful and understanding and relieved my apprehensions. I now feel that my husband and i have a direction and that Bill we will be wih us every step ofr the way. I'm looking forward to our next meeting.

Mary & Albert A.

15 years ago

Bill has a different approach! We would like to have received a brief overview of some of the savings strategies at the seminar. Bill was very helpful during our personal time with him. Staff is great!

Muriel & Chuck B.

15 years ago

We cannot believe how quickly Bill made himself avaiable to us. We were very impressed with his knowledge and immediately upon talking with Mr Kelly feel truly at ease with him. We welcome his honest approach to help us with our 401K program. We will definitly recommend him to our friend anfd relatives. We also enjoy his very professional staff as well. We felt they all had our best interest at heart. .

Bill A.

15 years ago

Honest and trustworthy, Bill is a visionary as both an Economist and an American Historian. My dealings with Bill imbue in me that he wants more than anything to protect, provide and grow for his clients.

Robert O.

15 years ago

I met with Bill Kelly on two occasions. He was informative and in this current economic condition, gave me much relief that he can manage my funds in a professional and consevative maner. I look foward to working with him.

Eleanor K.

15 years ago

I had a little money and I know I would have spend it if it was not for Bill Kelly. He has made so much money for me I can not believe it. The staff is wonderful also. You always feel right at home. I am so glad that I went there. Thank you

Lisa & Charles S.

15 years ago

I felt very relaxed after speaking with Bill about my husband's 401 K Program and he listened to my corcerns about the market during these rough times. Bill pointed me in the right direction with what to do with my husband's 401K