Kelly Financial

Business Details

Your Trusted Partner for Financial Planning & Retirement Strategies

Kelly Financial has dedicated itself to empowering individuals to achieve financial security through personalized retirement planning and strategic wealth management. Our team of experienced professionals employs a structured process called Safe Money Strategies, which aligns wealth accumulation, preservation, and distribution to create tailored financial plans. We prioritize integrity and transparency, ensuring every recommendation serves our clients' best interests while addressing market fluctuations and economic uncertainties.

With offices in Braintree and Burlington, Massachusetts, we combine local expertise with a commitment to continuous client education through resources like our Safe Money Strategies workbook and Neil Armstrong-inspired retirement planning approach. Our focus remains on building trust through thorough assessments, clear communication, and a client-centric philosophy that emphasizes confidence in financial futures.

Services

Financial Planning Retirement Strategies Investment Advice Portfolio Analysis Wealth Management

Highlights and features

We employ a proprietary Safe Money Strategies process for comprehensive financial planning
Our team provides personalized investment advice based on individual risk tolerance
We offer complimentary portfolio risk analysis services
We maintain a client-centric approach with transparent communication
We combine local market knowledge with national regulatory compliance

Associations and certifications

SEC registered investment adviser

Website

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Services

Financial Planning

Our comprehensive financial planning service creates personalized roadmaps for retirement readiness. We analyze current financial status, market conditions, and future goals to develop actionable strategies that address wealth accumulation and distribution. Our SEC-registered advisors focus on long-term stability while maintaining flexibility for life's changing circumstances. This service combines technical expertise with practical guidance to help clients navigate complex financial decisions.

Retirement Strategies

Specialized retirement strategy development helps clients transition from accumulation to distribution phases. We implement our Safe Money Strategies framework to create sustainable income streams while managing market risks. Our approach considers tax implications, healthcare costs, and longevity factors through interactive tools and personalized consultations. This service emphasizes practical implementation over theoretical concepts to ensure real-world applicability.

Investment Advice

Our discretionary investment advisory service provides tailored portfolio solutions based on individual risk profiles. We offer ongoing monitoring and rebalancing while maintaining strict compliance with SEC regulations. The service includes access to third-party research and proprietary analysis tools that help clients understand market positioning. We focus on creating diversified portfolios aligned with specific retirement timelines and financial objectives.

Portfolio Analysis

Complimentary portfolio risk analysis evaluates current investment allocations against market conditions and personal goals. This service identifies potential gaps in diversification and risk management strategies through detailed scenario modeling. We provide actionable recommendations for improving portfolio resilience while maintaining growth potential. The analysis serves as an educational tool to enhance clients' understanding of their investment positioning.

Wealth Management

Integrated wealth management solutions address both preservation and growth aspects of financial planning. Our approach coordinates investment strategies with estate planning considerations and tax-efficient distribution methods. This service emphasizes intergenerational wealth transfer while maintaining current lifestyle needs. We combine technical expertise with practical guidance to help clients protect accumulated assets against market volatility and unexpected life events.

Questions

What financial planning services do you offer?

We provide comprehensive retirement planning, investment advisory services, portfolio analysis, and wealth management solutions tailored to individual needs.

How does your Safe Money Strategies process work?

Our four-phase process aligns wealth accumulation, preservation, and distribution through personalized planning, implementation, and ongoing review.

Do you offer free portfolio assessments?

Yes, we provide complimentary portfolio risk analysis to evaluate current investment positioning and identify improvement opportunities.

Are you registered investment advisors?

Yes, we are independent SEC-registered investment advisers providing discretionary investment management services.

What retirement planning resources do you provide?

We offer educational materials including our Safe Money Strategies workbook and Kelly's 'Retire Your Fear' guidebook.

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Reviews (6)

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Susan C.

Jun 15, 2021 Report

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.

Pam Jordan

Jun 19, 2020 Report

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 Report

Do NOT use Kelly Financial. Highly unprofessional ever since Bill's passing. No "team' like they claim on website. Bad reputation--Embarassing and shameful! It seemed like they used to have it together. Take your money elsewhere.

Joe DeSimone

Dec 13, 2018 Report

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 Report

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 Report

I highly recommend KFS. They are very attentive to all of our needs, and always make good suggestions followed by thorough explanations. I always feel much more confident about my financial future after meeting with the staff!