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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 you for the approach you took recently in our meeting. I am sure it did not take long to realize that there was not going to be an awful lot in it for you, and still, you were patient and giving of your time. Your suggestions were matter of fact (but sensitive), insightful and on target relative to the issues. There will be a great deal of processing to do over the coming weeks, but I will be following your thoughtful advice.
MY WIFE AND NEEDED FINANCIAL GUIDANCE FOR OUR RETIREMENT. KELLY FINANCIAL GAVE US MORE INFORMATION AND WAS ABLE TO CALM MY SENCE OF FEAR OF NOT HAVING ENOUGH TO RETIRE ON GREAT JOB BY BILL KELLY
The impression for cathy and I was that Kelly Financial was in business to advise and help us. As an educator I received great satisfaction from helping to educate my students. I believe Kelly's feels the same way towards its clients.
Hi Bill, Thanks for meeting with us yesterday. I enjoy your show and it was a privilege to meet with you in person. You are very generous with your time and gave us very helpful information. I also want to thank you for your book and other publications. I look forward to reading them and passing them on to my mother. Mostly, I thank you for seeing us as people and not dollar signs. Grateful regards, Steve Tidcomb
Dear Bill,I must say that I really enjoyed our phone conversation the other day. You were most helpful in answering my questions but more important you went beyond the call of duty by expressing compassion for my life situation at this time. You spoke longer than the time allowed and I will be forever grateful for your compassion and Knowledge that you shared with me.Sincerely,Tracy Williams
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 closed now. It will open tomorrow at 9:30 a.m.