Kelly Financial Services LLC - Braintree, Massachusetts

Overview of Kelly Financial Services LLC

Located at 10 Forbes Rd #130, Braintree, MA 02184, United States, Kelly Financial Services LLC is a reputable financial advisory firm known for its dedicated team of financial advisors. Their contact number is 7818493090, and for those seeking more detailed information, their website kellyfinancial.org provides comprehensive insights into their services and expertise.

Key Features and Services

Financial Advisory: As their main specialty, Financial Advisor services are at the core of what Kelly Financial Services LLC offers. They ensure clients receive personalized guidance tailored to their financial goals and needs.

• Online appointments: Clients can schedule meetings from the comfort of their home.
• On-site services: For those preferring face-to-face interaction, on-site services are also available.
• Accessibility: The office is wheelchair-accessible, ensuring a convenient experience for all clients.

Facilities and Accessibility

Kelly Financial Services boasts a free parking lot and an environment designed with accessibility in mind, complete with a wheelchair-accessible car park, entrance, and toilet. This makes their services inclusive and easy to access for everyone.

Customer Opinions and Feedback

The company boasts an impressive average opinion of 4.8/5 based on 115 reviews on Google My Business. Testimonials highlight the professionalism, friendliness, and intelligence of the staff, particularly praising Charles Gable for his exceptional service and expertise. Clients consistently express satisfaction with their investment plans and portfolios, indicating a high level of trust and fulfillment with the services provided.

Recommendation for Potential Clients

For anyone considering investment strategies, especially for retirement planning, Kelly Financial Services LLC stands out as a highly recommended choice. Their commitment to personalized service, coupled with their accessibility and a strong track record of client satisfaction, makes them a valuable resource for anyone looking to secure their financial future.

To explore their services further or to schedule an appointment, visiting their website at kellyfinancial.org is advised. Here, potential clients can find more information, read reviews, and even book an online appointment, making it easier than ever to take the first step towards financial security with Kelly Financial Services LLC.

Remember, the journey to financial wellness starts with informed decisions and expert guidance. Don't hesitate to reach out to Kelly Financial Services for a personalized financial plan that aligns with your goals.

👍 Reviews of Kelly Financial Services LLC

Marilyn W.

5/5

Charles Gable has always been there
when I had a question or comment
about my finances. I love the entire
staff, especially Kelly Kelly. Try them,
you will like their financial expertise.

Deborah E.

5/5

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 portfolio and investment plans. I would recommend Kelly Financial Services to anyone who needs to invest for their retirement.

chris B.

5/5

We have been dealing with financial companies for many years. Even though they were "Big Name" groups, they always came across as being very cold and aloof. We were absolutely impressed by the personal touch and how they go out of their way to help you see a clear path to financial growth. I can't recommend them highly enough to anyone tired of dealing with the "Machine".
Enjoy being treated like you are one of the family whether you have 10 thousands or 10 millions.

Richard M.

5/5

Always enjoy reviewing my account with Greg. He always connects with the my personal side. (ie Knows I like to hike) ( He likes the ice camping)We talk about it. Im sure he has many accounts and he adds that dimension to the conversation.
Also very happy with Kelly Financial handling my account.

Deb L.

5/5

Greg Workman is great to work with, and all staff (Mike Doucette, and those who answer the phones, schedule appts etc) are friendly, efficient and caring. The firm's values carry on the values of Bill Kelly in many ways. I suggest you meet with them for a free consultation, to review your finances, retirement plans and you'll be very happy.

Joanne G.

5/5

My experience with Kelly Financial has been great! They have been very attentive to my needs and they are always right on top of everything.

Lynn C.

5/5

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 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.

Gary C.

5/5

It's always a pleasure to speak with my Kelly advisor, Greg Murray. He is a very knowledgeable guy and very helpful in dealing with the money matters we all need to address.