This profile has been claimed by the business owner or representative.
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 |
I just had my first meeting with Mr. Kelly and I was very impressed. He has his finger on the pulse of whats happening. I'm looking forward to our next meeting, I feel as though he can really help me improve my current situation.
I First heard about Bill from his Radio Show and look foward to the new shows.I just got into the Investment game only 2 years ago and know very little but I want to learn and for some reason I understand Bill.We spoke by phone and he answered my questions and put me at ease and he told me to call him anytime if I have any other questions.
i like dealing with people who are prompt and that is exactly the way it was when bill called. me. he never rushed me and was very professional yet friendly. living too far from bill's office and having him help me over the telephone is an invaluable feature. i thank him for his advise and time.
Bill was of immediate comfort and most professional. As a CPA myself, his objective insight was invaluable in a difficult scenario. I would not hesitate to refer him to clients with cash flow and financial problems in a difficult environment.
One phone call from Bill, and I am already on my way to financial success! He clearly guided me over the phone and helped me to make some decisions that will change my life for the better.I can't recall ever having such a great impact on my family. Thanks for the priceless information and advice!
My wife nancy and I felt very comfortable. Bill was very informative and spoke on any topic we raised. He has a easy but trustworthly manner about him. I would recomend Bill Kelly to everybody.
I met with Bill and he was very friendly and helpful. He did some research and gave me the answers to questions I didn't know that I had. Quite insightful and knowledgeable. Thanks for your advice.
Honest, informative and fair. Available for any and all topics requested by me and Bill researched options for me without hesitation. The meeting was on time and in a comforatbale office and I was not rushed.
Bill was both extremely informative and friendly. he openned my eyes to good solid financial objectives. His manner and knowledge of his presentation was easy to understand. there was no upfront costs or complicated percentages of any investments that i was asking about...thanks again Bill kelly
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.