Since 2003, Kelly Financial Services has worked with friends and neighbors throughout the greater Boston area, helping them work toward their financial goals by using planning tools and understandable strategies. We are rooted in the community and have developed our business by creating close, personal relationships with our clients.
When you have financial concerns, we want to help you address them. Kelly Financial Services has been helping develop retirement strategies for more than 20 years. Founded by William A. Kelly and his wife, Kelly Kelly, Kelly Financial is an independently owned financial advisory firm with a finely tuned team of professionals all working together to help clients and their families grow and preserve wealth.
When you have financial concerns, we want to help you address them. Kelly Financial Services has been helping develop retirement strategies for more than 20 years. Founded by William A. Kelly and his wife, Kelly Kelly, Kelly Financial is an independently owned financial advisory firm with a finely tuned team of professionals all working together to help clients and their families grow and preserve wealth.
Services
Every member of Kelly Financial Services is focused on offering exceptional service while assisting clients and families to potentially increase, preserve and bequeath assets. Kelly earned a bachelor's degree in business administration from Valdosta State University and worked for a large marketing services firm that specialized in financial institutions.
You can trace the beginnings of the financial planning profession to the year 1969. Back then, 13 individuals in different areas of the financial services industry met in a Chicago hotel and laid the foundation of what would become a specialized sector of finance for retirement planning. Much has changed since that time.
In 2015, Bill wrote his autobiography, "Bailey Brook Farm, " a collection of essays inspired by his childhood memories and conversations from his radio show. Bill also penned such investment guides as Senior Safe Money Strategies: Retirement Survival for Seniors (2005) and The Stock Market Heart Attack (2010).
Kelly Financial Services, LLC, applies a consultative approach in providing custom solutions for our clients. We are fortunate to work with a number of financial professionals who assist us in meeting the ever-growing and ever-complex needs of those who are in, and those who are approaching, retirement.
The team at Kelly Financial is like a family - we take care of each other while we're taking care of you! We're not your average, cookie-cutter company, and we don't expect our employees to be, either. 1 Kelly employees always do the right thing. We all learned right from wrong while we were growing up, and Kelly employees act on what they learned.
Reviews (6)
Susan C.
Jun 15, 2021
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My husband and I had never considered using a financial planner. Since we started using Kelly we absolutely have a better idea of what we have, where to put it, and overall, working with Kelly has reduced some of the stress that comes with looking forward to retirement.
They are proactive about reaching out to schedule phone or in office meetings. Anytime I called, they were extremely quick to call me back.
They are proactive about reaching out to schedule phone or in office meetings. Anytime I called, they were extremely quick to call me back.
Pam Jordan
Jun 19, 2020
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I would not recommend Kelly Financial Services. They are unresponsive and irresponsible with fund management. Our family invested and were misled about a $20,000 benefit we would receive. Additionally attempts to process death benefit claims were poorly handled, Kelly delayed action for several weeks causing multiple banking transactions to be reversed and were only resolved after dealing directly with the financial entity, in our case Allianz. I would strongly recommend NOT using Kelly Financial Services in Braintree Ma. You will be disappointed.
Carol
Jun 27, 2019
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Joe DeSimone
Dec 13, 2018
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After being a client of Kelly Financial for over 10 years, I can genuinely say that my experience has been outstanding. The team has always worked with such professionalism and displayed top levels of knowledge with my finances throughout the years. They are able to mix being professional with being personal, while making you feel that you are a part of the family and that your financial future is their top priority. The entire team is knowledgeable and kind, carefully listens to all of your needs and concerns, and always offers the best solutions. I trust Kelly Financial and I know they will always
Bob D.
Nov 13, 2018
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After 4 years, earned less than 0.25%. Continued to promise better earnings every quarterly meeting but never delivered. Andrew is bad news. Smug and arrogant. Put blame on us for poor results! Using the same low-risk investment strategy with a new Advisor, have earned more in two weeks than after 4 years with Kelly! Shame on us for waiting so long to leave. With founder Bill Kelly gone, would never recommend placing your trust in Kelly Financial.
Diane S.
Aug 17, 2018
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