Kelly Financial Services LLC

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10 Forbes Rd Ste 130
Braintree, MA 02184
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.

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3.07 reviews
Maggie G.
5/11/2023

Excellent company. I can always rely on Kelly Financial for my financial needs. Thank you!

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S F N.
2/26/2024

These people spend a ton on marketing to folks who have little financial knowledge. There best client is one who knows nothing about financial planning or financial advisors. They are a VERY...

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Rich M.
1/11/2019

Very disappointed with their presentation. I signed up for Tuscan Kitchen in Salem, information dinner. The presentation they made was so basic (what is a stock, what is a bond), that I was...

Shelly N.
11/3/2019

Very much appreciate the guidance and expertice from Kelly & Kelly services when planning for my retirement. Their knowledge and expertise directed me to the best possible outcome.

Anne Carol M.
6/28/2018

Very disappointed.. We had a 6:00 appointment (we arrived at 5:35) and we couldn't get in the building. When we called to say we were outside the person said we would have to wait outside until...

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