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About Kelly Financial Services LLC
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.
About Kelly Financial Services LLC
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...
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(3) Reviews for this company
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4 Stars
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5 Stars
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Donna Proudfit
We have been clients for a number of years and we are very pleased with the results and everyone that we have been involved with especially Greg he is the best and we highly recommend Kelly Financial Services. They really have our best … More
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Arlene Haloon
My husband and I have been with Kelly Services since before COVID. We see Greg every few months; he is terrific. We wouldn't trade him for the world. He's very smart and is handling our account very well. We couldn't be happier … More
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Steven Grossman
Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assistance that has my full confidence. At Kimball Farms we had a wonderful time and I had the opportunity to speak to our … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
S
Steven Grossman
Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assistance that has my full confidence. At Kimball Farms we had a wonderful time and I had the opportunity to speak to our … More
A
Arlene Haloon
My husband and I have been with Kelly Services since before COVID. We see Greg every few months; he is terrific. We wouldn't trade him for the world. He's very smart and is handling our account very well. We couldn't be happier … More
D
Donna Proudfit
We have been clients for a number of years and we are very pleased with the results and everyone that we have been involved with especially Greg he is the best and we highly recommend Kelly Financial Services. They really have our best … More
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