Kelly Financial Services LLC
A+ Grade
Financial Advising in Braintree
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Financial Services
•
Braintree
(10 reviews)
Closed · Wednesday
$ - $$
Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assista...
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Satisfaction
100%
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100%
As Described
$ - $$
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About Kelly Financial Services LLC
Kelly Financial Services LLC provides tailored financial planning and investment management solutions for individuals and small businesses in Braintree, MA. By leveraging comprehensive market analysis and personalized strategies, they empower clients to achieve their financial goals and secure their financial futures. Their expertise in navigating complex financial landscapes makes them a valuable partner for those seeking clarity and direction in their financial decisions.
Reviews
(10) Reviews for this company
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Deborah Elliott
5
Excellent service. Charles is always professional, prompt and friendly. He is quick to answer questions when I need them and is highly intelligent. We are very satisfied with our... Excellent service. Charles is always professional, prompt and friendly. He is quick to answer questions when I need them and is highly intelligent. We are very satisfied with our portfolio and investment plans. I would recommend Kelly Financial Services to anyone who needs to invest for their retirement. Read More
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Lynn Cody
5
I have been a client of Kelly Financial Services for over 10 years. I have received excellent guidance and financial education by Greg Murray. He is genuinely interested in helpi... I have been a client of Kelly Financial Services for over 10 years. I have received excellent guidance and financial education by Greg Murray. He is genuinely interested in helping clients achieve their financial goals as well as encouraging them to enjoy their results. No concern or question is too small to mention. All my interactions with the company have been pleasant. I have recommended family members to Kelly Financial Services. Read More
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Joseph Perrone
5
This review is on behalf of my father Antonio Perrone who is a client of Kelly Financial. Kelly Financial provides excellent top quality service! Kelly Financial is a wonderful gro... This review is on behalf of my father Antonio Perrone who is a client of Kelly Financial. Kelly Financial provides excellent top quality service! Kelly Financial is a wonderful group of people who are always kind and helpful and always so nice to deal with in every way!! Highly recommended!! Read More
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Priscilla Terry
5
Greg Workman is Great!! The time and diligence he spends answering my husband’s numerous questions is Greatly Appreciated!
P
Pauline Robitaille
5
Kelly Financial and Greg Murray are outstanding. Have been working with them for years and we highly recommend them.
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Mister M
5
Greg Murray is an absolute stand out! Knowledgeable, gracious, and responsive. God bless him. -Nick and Joy, happy and satisfied Kelly Financial clients.
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Bill De
5
We have been working with Kelly Financial for over 10 years and have always found them to be very professional, knowledgeable, approachable, reply quicky to inquiries or concerns,... We have been working with Kelly Financial for over 10 years and have always found them to be very professional, knowledgeable, approachable, reply quicky to inquiries or concerns, looking out for our bast interests, and focused on growing and keeping our money safe. I would highly recommend them. Read More
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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 interest at heart. 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 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 advisors in an informal setting. I’m so proud of Willam Jr. accomplishment of having to publish his own book. Mrs. Kelly is such a gracious person who I spoke with for quite awhile. I’m so glad that she considers Annette me as friends. Thank you all so very much for your ten years of service and expertise. Read More