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Kelly Financial Services LLC

4.8

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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WeekdayScheduleStatus
Mon9:30 a.m. to 6:00 p.m.
Tue9:30 a.m. to 6:00 p.m.
Wed9:30 a.m. to 6:00 p.m.
Thu9:30 a.m. to 6:00 p.m.
Fri9:30 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.8873 reviews
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D.D.'s profile image
D.D. 

Verified by Kelly Financial Services LLC

5 years ago

I'm so grateful to have Kelly Financial managing my finances. It is always a pleasure to speak with Brandon. Thank you again. 

J.M.'s profile image
J.M. 

Verified by Kelly Financial Services LLC

5 years ago

I got a helpful, thoughtful review of my current situation with recommendations for what I might do in the future. It was exactly what Mrs. Kelly described on the radio. The advice was accurate, specific, concrete, and relevant to my personal needs. I couldn't ask for more. 

Raymond & Rosemarie Graham's profile image
Raymond & Rosemarie Graham 

Verified by Kelly Financial Services LLC

5 years ago

We are pleased with the services received by Kelly Financial. We have been customers for 3+years. The service is professional, efficient and friendly. In fact, we leave there feeling as though we are part of a close family. We feel the care with which they take the time to review, explain and answer all questions. Great job. Thank you Greg! 

Richard Swinimer's profile image
Richard Swinimer 

Verified by Kelly Financial Services LLC

5 years ago

I've worked with Greg for years and have full trust in his choices as he has set my portfolio up in the past towards a safe investment with decent returns. 

William & Lynn Mercier's profile image
William & Lynn Mercier 

Verified by Kelly Financial Services LLC

5 years ago

Our review went extremely well. Daniel explained everything and we asked a few questions that he answered very clearly. 

D.M.'s profile image
D.M. 

Verified by Kelly Financial Services LLC

5 years ago

We love working with Greg Murray, Brandon Godfrey, and Dan Christenson. Kelly Financial is a careful, sensible company, and anyone should consider investing with it. We started about 3 1/2 years ago and have been very satisfied. 

Richard Goldstein's profile image
Richard Goldstein 

Verified by Kelly Financial Services LLC

5 years ago

I had an informative discussion and exchange of ideas. The majority of our discussion was regarding required minimum distribution. 

Mary Tanner's profile image
Mary Tanner 

Verified by Kelly Financial Services LLC

5 years ago

Working with Daniel Christenson has been rewarding to say the least. I am so grateful for his support and expertise. It has been a comfort to me that I am in very good hands. Thank you Daniel. 

Robert "Bob" Low's profile image
Robert "Bob" Low 

Verified by Kelly Financial Services LLC

5 years ago

Daniel ( as always) provided a very useful and complete update on the performance of our investments with Kelly Financial. He is always well prepared and responds completely to any questions we might have. Working with Daniel has very productive and gratifying. R.L. 

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 873 reviews. 

When is Kelly Financial Services LLC open?

Kelly Financial Services LLC is open now. It will close at 6:00 p.m.