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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 |
Bill was most helpful and candid in his comments to my wife and me. There was no pressure to invest in any specific products (ie: like most other financial people). Bill was just as relaxed in his office as he is on his radio show. His approach takes the stress out of financial discussions. Thank you Bill.
Bill advised that I was at risk with a variable annuity, convincing me that in my situation I would be bette-r off iwith a less risky bank CD. This was not a "benefit to him", yet he arranged for a 3-way conference call to assist in this matter. He was attentive and caring regarding my situation.
Bill is a Gentlemens Gentlemen. Professional and Polite. We discussed a range of issues with recommendations to come from him at our next meeting in May or June.
We have been clients of Bill for a year now and we are pleased with the results we are seeing in our portfolio. Looking forward to another good year with his financial guidance in this upside down economy. Thank you Bill!
My husband and I thoroughly enjoyed meeting with Bill and getting the much needed advice on our upcoming retirement plans. We feel alot more confident now in moving to Florida this year and are very grateful to Bill. We love his radio program and agree with his views wholeheartedly. Thank you Bill and keep up the good work!
My first meeting with Bill was informative and encouraging. I was interested in retiring, and needed to know if I would be able to. Bill was able to help me with my decision and put my mind at ease. Thank you Bill for you understanding and compassion.
Bill, the advice and assistance you provided me at our face to face meeting is truly appreciated. Please continue to be the voice of sanity and reason on your radio program. God bless you for all you do for those of us who want to see this country return to the values of fiscal resposibility and sound budget policy. Go Bill Go.
Bill, Thank you for our face to face meeting, and the lesson in "batting avg" and the analysis of funds vs DJI. Your voice on WRKO makes a difference. Keep it up. I'm off to vote for Scott Brown now. I hope to see you again, Thanks again for your time, Jim Pellegrini Canton, MA
Thank you Bill. I was concerned with my elderly mothers financial stability. We met with Bill and discussed her present situation. It turns out that most of her assets were well placed and protected. Bill saw some minor issues and gave us good advice. Thank you Bill. peace of mind is priceless.
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.