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
Our Unique Team
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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.
Financial Planning Services
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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.
The Legacy of William “Bill” A. Kelly
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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).
Strategic Partners
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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.
Inside Kelly Financial Services
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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.
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