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

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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

4.8889 reviews

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Barbara Acker

14 years ago

Bill Kelly puts his clients first. He and his staff are available whenever I have a quick question or need to drop in for a visit. Professionalism at its best!

William (Putnam) Dunham

14 years ago

Hi, had difficulty using e mail to change a meeting. Can you advise if you have been having computer problems or update me on your new address? Regards........

Arthur & Joanne Lucas

14 years ago

My wife and I felt very good after we left . We were concerned we did not have a plan for our retirement. Bill was easy to talk to and just seemed so know all the right things to ask about our future and goals.

Mary Raimo

14 years ago

I have been listening to Bill on WRKO for awhile and finally decided to establish a financial relationship with Kelly Financial Services. My 1st meeting was so impressive. Bill is so knowledgeable. He also made me feel important. He was interested and concerned about my financial status and was willing to work with me to clarify my goals, develop a path to achieve the goals, and to monitor my account to insure financial progress. Bill and his staff are bright, charming, and committed.

Chris Hulbig

14 years ago

If first impressions are important and I do believe they are, Bill could not have been more gracious or made me feel more comfortable. I was overwelmed with joy as he reassured me that my future needs could be met. I look forward to moving on with much less fear of what the future will holds. Thank you Bill.

Tom & Mary Jane Papson

14 years ago

For the time I spent waiting Bill Kelly did not speak and present information more in detail. Needs to open more to what are the finacial situations in world and in the US

Michael & Carol Manley

14 years ago

Bill, Anja and staff provide comfortable, knowledgeable, reassuring financial services. They listened, assessed, took all of our needs into account and arrived at what we believe is the best guidance and direction for us. We highly recommend Kelly Financial Services to any family and friends.

Charles and Marie Carty

15 years ago

Our thanks to Bill for a very informative and comfortable meeting. We appreciate that he took the time to clear up questions we were trying to work through and to help steer us in the right direction concerning our retirement and investments. Thank you Bill!

Bob Moriarty

15 years ago

Bill in all due respect is a perfect gentleman and extremeley attentive to my wife and I financial situation and also providing us with help and where to turn in other family matters Thanks Bill