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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 is always good to talk to Daniel, he keeps us up to date on our accounts and any changes that were made or changes that might be thinking about. Kelly Financial always kept us informed we are so glad that we are with them. Thanks for the peace of mind.
Kelly Financial Services is an outstanding organization. They are thorough, highly organized, and caring about their clients and their financial well being. I work with Greg an awesome advisor! His knowledge is superb and he can answer any and all questions.
Review with Greg Murray went well. He answered all my questions and explained the strategy to keep my money safe.
Since we have been with Kelly Financial everyone that we have had to deal with has been a great help
As always Greg did a great job to assist us and answered all of our questions We hope to retire in few months and we are very satisfied with the portfolio we have with Kelly Financial.
Brandon was courteous and professional in demeanor. He asked questions about our current finances and future goals, and then reiterated our concerns to make sure he completely understood what our goals are for retirement. We felt he truly was interested in helping us and with his team, finding the best course of action to reach our goals. We did not feel pressured at all to commit to Kelly Financial. Please call 781-237-8249 to schedule follow up appointment. Thank you.
Daniel once again provided a wonderful update regarding our investment performance. He was complete in his review and responded to every question that we had. It was pleasure to meet with Daniel and we look forward to our next review.
I spoke with Andrew Krout and I found him to be both professional and helpful. He explained options clearly and concisely and provided me with the information needed to make an informed decision about investing for my retirement. In short: he made it easy for me to understand and choose. I feel confident that my choices are appropriate to my needs. All the staff members at Kelly Financial Services were welcoming and helpful. I look forward to a long-term and productive relationship there.
We went and review our 401k accounts with Dan. He reviewed our accounts and was very informative on everything. We had a great meeting as always
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 on Monday at 9:30 a.m.