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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 |
It was a pleasure meeting with Mr. Kelly. He is a knowledgeable, caring, concerned professional who provided excellent advice. Mr. Kelly provided us with useful information and scheduled a follow up conversation.
We were very happy with our conversation with Bill. He was pleasant and helpful to us. He seems most understanding of senior issues. We will continue to listen to his Saturday morning program.
mr. Kelly was very affable and a very nice man. perhaps I had the wrong expectations but I came away thinking that he had been evasive about the questions i asked. It seemed that he was only interested in the one thing selling us the annunity Allianz. The material he gave me abt. the annunity did not give me the information I needed to make a decision.
Meet with Mr Kelly last week. Had some questions on my policy. He sat down with me, was very understanding and caring. Answered all my questions and made me feel at ease. I left there feeling much better.
I listen to Bill Kelly saturday mornings on AM 680 WRKO. I made an appointment for the consulatation and much to my surpise he was very open and relaxed and made me feel as though he was just one of the guys. He answered my questions and gave me a signed copy of his book. More over, I felt like he gave me great advice that might have cost me otherwise.
I first heard Bill Kelly on the radio. I sensed a genuine sincerety in his tone and attitude. While visiting his office he signed his book for me and I told him of my Financial Insecurity. On Monday, we sat for a short sceduled interview and when I left his office I was a free man, rich in every way for having been in his presence, I found a true friend, trustworth in every way.
JoAnn and I are new clients of the Kelly Financial services organization. Our previous investment firm gave us no advice or investment options. Once I contacted Bill and had my first meeting with him we both knew that we had made the right decision. He is asincere and caring professional
Mr Kelly was extremely easy to talk to about my future.And have received some excellent advice and interesting information about different retirement investment programs for me.
Althea and I have been dealing with Bill for many years. and have received many interesting and informative information about financial dealings. He is very easy to deal with and if we have a problem and can not go to his offise, he will send Kelly to our home to talk to us.
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.