What are the opening hours?

Monday 9:30am - 6pm Tuesday 9:30am - 6pm Wednesday 9:30am - 6pm Thursday 9:30am - 6pm Friday 9:30am - 6pm

Kelly Financial Services

Home
United States
Braintree, MA
Kelly Financial Services

Call Website Contact the business

We are an independent Registered Investment Advisor specializing in asset management and wealth preservation. The firm was founded by William A.

As fiduciaries, we prioritize our clients’ best interests, to help them achieve a fulfilling and secure financial future. About us

Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned Financial Advisory Firm based in the Greater Boston Area. Kelly and his wife, Kelly Kelly. In the past 19 years Kelly Financial has specifically focused on bringing together a finely tuned team of professionals, all working to assist clients and families.

10/28/2026

Do you prefer the cozy glow and warm fragrance of a candle or the natural, refreshing aroma of essential oils? Leave a comment about which one fills your space with the perfect seasonal vibe! 🍂

10/23/2026

Planning Your Financial Future: The Power of Pensions 💰🏦

Working toward a comfortable retirement is a crucial component of any financial plan. A pension may be a valuable tool to help you save up for your golden years. This is a long-term retirement savings plan typically sponsored by an employer. Throughout your working years, both you and your employer make contributions to the fund. However, it’s important to understand the terms of the pension, including contributions and limitations, before you commit to this type of account.

Let's chat about your retirement goals and how pensions may play a vital role in achieving them. Reach out for a consultation today! 💬📈

10/21/2026

Love it or hate it—how do you feel about candy corn? 🍬🎃

10/16/2026

🍂 As the leaves change and sweater weather arrives, it’s the perfect time to reflect on your financial goals. Here are a few tips to help you maximize your funds for the festivities ahead:

1. Set a budget: Determine how much you can spend on gifts, meals, and entertainment so you can keep your spending in check.
2. Create a savings plan: Divide your total holiday expenses by the number of weeks left until you’ll need the funds to know how much to save each week.
3. Use cash back apps: Take advantage of cash back apps and rewards programs when shopping to earn money on your purchases.
4. Shop early: Avoid last-minute complications by purchasing gifts early, allowing you to take advantage of sales and discounts.
5. DIY gifts: Consider making handmade gifts, which can be more meaningful and cost-effective.

Planning ahead not only alleviates holiday stress but also ensures a more enjoyable season with your loved ones. Let’s chat about smart saving strategies customized to your needs! 🎁✨

10/14/2026

As we enter the final months of the year, it’s time to assess your financial well-being and conduct a detailed review. A checkup can help you evaluate your money so you can make necessary adjustments.

Examine your budget and spending habits. Is there anywhere you could (or should) cut back? Review your savings, and compare it to your debt. Then assess all of your investments, including stocks, bonds, and mutual funds. How are they performing?

A financial review may help you better understand your progress toward long- and short-term financial goals. For detailed insights into your finances, reach out today.

10/09/2026

It’s time for a pumpkin debate! 🎃✨ Are you all about the classic carved look with its spooky charm, or do you prefer a painted pumpkin that’s bursting with color and creativity? 🖌️🖤

Drop your pick in the comments—team carved or team painted? Let’s see which style wins this fall! 🍂

10/07/2026

Those cringy Halloween costumes always make for the best stories! 🎃👻 What’s your most unforgettable look?

10/02/2026

It’s officially pumpkin season. What’s your favorite part of autumn?

09/30/2026

Many employers offer 401(k) accounts with a contribution match, but that isn’t always enough for a satisfying retirement. Opening a Roth individual retirement account (IRA) may help you save even more.

A Roth IRA is a tax-advantaged savings account to which you contribute after-tax dollars (unlike traditional 401(k)s and IRAs, which take pretax dollars). This means that any money you withdraw after retirement may be tax-free and penalty-free. They may also grow faster than other savings accounts.

If you’re considering opening a Roth IRA, there are a few important things to consider. Send a message today to learn which investments may work best for your retirement goals.

09/25/2026

Did you get a BINGO? What's your favorite thing you’ve done this season?

Address

Braintree, MA

Opening Hours

Monday	9:30am - 6pm
Tuesday	9:30am - 6pm
Wednesday	9:30am - 6pm
Thursday	9:30am - 6pm
Friday	9:30am - 6pm

Telephone

+17818493090

Website

https://www.kellyfinancial.org/

Alerts

Be the first to know and let us send you an email when Kelly Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.