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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 |
found our visiit very comfortable, informative and a great learning experience. Mr. Kelly and his staff were extemely helpful and understanding, we did not feel pressured in any way. We have already recommended his service to our family.
My visit with Mr. Kelly was very helpful and informative. There was no pressure to become a client and he gave me a few recommendations in the first visit.
I have had a two year relationship with Kelly Financial. I myself have limited financial knowledge and now depend on Bill Kelly to keep me on the straight and narrow. He navigated my portfolio successfully through the current financial mess and brought me out unscathed. Both He and his professional staff have been friendly and cooperative throughout our relationship and I consider the firm to be competant and friendly.
Bill explained, in great detail ,my current financial portfolio. The information and analysis that he provided was very clear and precise. His recoomnedations for long term stratergy and planning fit perfectly for both my wife and I . Based on his professional input I feel confident that we now have a solid plan and control over our investments for the future.More importantly I now have peace of mind for my family.
Bill's calm demeanor and extensive knowledge will contribute signficantly to our overall financial plan. We will begin implementing his suggestions immediately.
I met with Bill to review the status of my current investments and the state of the financial markets, Bill provided some candid analysis and a few suggestions that made good sense for my situation. It was a very worthwhile meeting and his long term planning approach was reassuring in these difficult times.
My wife and I met with Bill. A few weeks before, I had been laid off from a financial services firm. Because I am of retirement age, we needed advice on planning this next phase of our life, especially if I cannot locate work during the months of my severance. Bill provided us with an overview of our finances and which strategies we could use to protect our assets if economic turmoil prevails Bill's approach to protecting income makes sense. Thanks.
Bill's advise brought focus to several areas of the fast approaching retirement for my wife and myself. Without much time and with limited resources, there is no room for errors in financial decisions. Bill quickly put definitive answers to my questions with the same down to earth, professional caring that he brings to his radio program. I feel that anyone with financial questions would do well to speak with Mr. Kelly. He is the best.
Bill does not do financial services for a living! This is more of a passion for Bill, rather than a profession. His expertise and clarity in our review surprised both of us. Truly this man loves his work, but more importantly he enjoys the service and problem solving he affords his clients. Search if you choose, but you will find NO better.
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.