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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 |
Mr. Kelly was extremely easy to talk to and understood immediately what our retirement concerns were. We listen to him on the radio and he we found him to be exactly the same way in person. He couldn't have been nicer and knows what he is talking about and how to get things done. My husband and I will be going back to him for financial advice to help us understand where we are financially in our retirement.
I found Mr. Bill kelly genuinely interested about my life and I also felt that he wanted to help me to manage my finances better than I was doing myself. I will be interested in the direction he sends me. Trust is what I see in Mr. Bill Kelly.
When I first heard Bill Kelly on the radio (WRKO), I found it hard to believe that he was offering his services free, and it wasn't just an incentive to get me in the door and then put on the pressure. But I found that in person, he is just the same as he appears on the radio -- perhaps even nicer. He made everything so simple, and gave me free advice. My wife and I are now using his services to aid in our financial planning up to and into retirement -- and he has yet to charge me a dime!
Very pleasant conversation with good interaction between Bill and I around questions I had about reinvesting my 401K in another investment option. I was prepared with questions about viability of the options we discussed and came away impresseed with the answers and the possible options available to me across my broader portfolio. A very good use of time an a good way to assure your own peace of mind in this kind of turbulent economy.
Bill, was genuinely interested in my assets and asked about other items related to money, such as life ins., auto ins. and my will. He also wanted to know a little about my family. I,m looking forward to my second meeting with Bill. And to my amazement, no charge yet and he explained rewriting my will since my wife passed away this last April.
For the first time in my life I feel that my investments are in the right hands. I have used brokers and did my own investments. I watched the stock market go up and down. It usally went down quicker. I listened to Bill Kelly on WRKO on Saturday mornings. I finally made the call 4 months ago and I feel totally relieved with his expertise. His investment allocations have helped my position to retire in 10 years. In addition Mr. Keely is an honest and sincere person who placed my goals first.
As a young person just starting my career in such a dismal market, everyone tells me to simply return to school. I needed a plan that involved gaining experience, and Bill Kelly's straightforard and focused advice was one of the most encouraging interactions I have had, the kind of mentorship I need most in a bad market and as a newcomer to the professional scene.
Meeting with Bill Kelly was truly a reassuring experience, it has been months since I felt that someone really cared about what was happening to the older members of ouyr society. Mr. Kelly actually had read my portfolio and was able to offer me a plan that will protect me and offer me some peace of mind. Its a shame when you have to worry about living too long and losing your self respect which is what many of us are feeling in these times. Thanks Bill , and all at Kelly Financial Services
I found my consultation with Bill Kell to be very informative and helpful. His assistant,Jennifer, was equally accomodating. As a result I have recommended his services to family and friends.
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 867 reviews.
When is Kelly Financial Services LLC open?
Kelly Financial Services LLC is open now. It will close at 6:00 p.m.