Kelly Financial Services LLC
A+ Grade
Services Near Me
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Financial Services
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Braintree
(3 reviews)
Closed · Friday
$ - $$
Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assista...
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Financial Advising
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Camelback East Village
(3 reviews)
Closed · Friday
$ - $$
Lucas and Hieu were amazing . They assisted us with our family trust and financial planning needs. They were so punct...
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Financial Advising
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Downtown
(3 reviews)
Closed · Friday
$ - $$
I am extremely satisfied with the service provided by Firelight Investment Team. Seth has been my financial advisor f...
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Financial Advising
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Spenard
(3 reviews)
Closed · Friday
$ - $$
Kassi was beyond helpful. She is incredibly professional and makes sure you know what you’re doing. She brings up res...
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Financial Advising
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Midtown
(3 reviews)
Closed · Friday
$ - $$
William Wrenn has been helping us and he’s been wonderful. Recommend giving him a call!
Services
Financial planning
Financial Advising
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U-MED District
(3 reviews)
Closed · Friday
$ - $$
After hearing great things about Veritas for several years, we finally reached out in 2023 to discuss a better financ...
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Employment Agencies
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Homewood
(3 reviews)
Closed · Friday
$ - $$
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I’m so grateful for Snelling Birmingham! They helped me find a great position that fits my skills perfectl...
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Financial Advising
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Southside
(3 reviews)
Closed · Friday
$ - $$
Abeona Wealth lives up to its promise. Mary Meadows has an approachable and empowering style that has helped me under...
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Financial Services
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Central City
(3 reviews)
Closed · Friday
$ - $$
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Financial Services
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Redmont Park
(4 reviews)
Closed · Friday
$ - $$
They are pros. Best in the business.Price assessment: … More
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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... 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 Read More
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.
Reviews
(3) Reviews for this company
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Donna Proudfit
5
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 recomm... 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 Read More
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Arlene Haloon
5
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 handlin... 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 Read More
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Steven Grossman
5
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 wond... 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 Read More