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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, Thanks for taking the time to meet with my wife and I. I found you to be informative, helpful, knowledgeable but most of all honest. We walked out of your office feeling comfortable with our current investment choices while also looking to take your advise on how to improve. I am looking forward to our next session.
I was extremely impressed with Bill Kelly he is a true professional and very knowledgeble. The first time I met him he totally impressed me with his warm personlity and caring attitude. I also very much share his poliical views and family values. My wife and I very much enjoy his radio show and agree with his positions. He is a person I can trust and depend for expert advise and planning. I am highly recommending Bill to everyone I know. It is hard to find a professional like Bill; he's great!
Like so many others I spent most of my time persuing a career, taking care of my family and not focusing on how to optimse my investments. As I aproached 65 I had investments and debt in a broad number of places with mixed stratigies. I lissened to Bill on the Radio and decided to meet with him. He listened! He offered advise that made sense. I turned a lot over to him. After four months the investments of mine I'd turned over were up about 12%. His debt retiring suggestions are most helpful.
I am preparing to retire in January 2010. For the last two months it has been a real roller coaster ride. I have been to retirement seminars, consulting with so-called experts, and doing my own research. Then I recently met with Bill he put me at ease. He assured me that all my efforts should pay off. I will continue meeting with Bill. I now have more confidence than ever to take the big step into my retirement.
We have met with Bill Kelly a number of times and found him to be helpful, kind and a person of integrity who cares about you and your financial well being. After a our last visit, we left his office with a weight lifted and a new outlook for the future.
I enjoyed Bill Kelly's pragmatic perspective to our questions. He provided helpful advice and insightful observations about the markets and the economy.
I arrived with three questions for Bill but left with much more. Yes, the questions were answered. Our conversation covered current events as well as its impact on our personal ives. Thank you Bill for a .worthwhile experience.
Bill Kelly is a rare financial consultant who listens and does what's right for you. I would highly recommend him to anyone who is in need of financial help.
I couldn't be more pleased with bill Kelly. He listens and seems to really care about his clients. I don't have a good financial background and he never makes me feel as if any question I ask is stupid. I need his help and he is always there to give it. He has my utmost appreciation for his knowledge.
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.