Kelly Financial Services

Kelly Financial Services 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.

09/04/2026

🌟 Planning for retirement? This journey is best traveled with a trusted guide. 🚀💼 Partnering with a financial professional can make all the difference in preparing for the future. From setting achievable goals to navigating investment strategies such as IRA accounts, expert guidance helps create a personalized road map toward lasting financial success. 📈💰

Don’t leave the golden years to chance—working with a dedicated financial professional can build confidence in retirement decisions. Send a message today to get started!

Unfortunately, the majority of Americans are living paycheck to paycheck, and that number is even higher for millennials...
09/02/2026

Unfortunately, the majority of Americans are living paycheck to paycheck, and that number is even higher for millennials: 66% for Americans and 73% for millennials. Between covering the necessities and making their debt payments, it may seem impossible to start saving for the future. But putting away even a little now can make a big difference in the long run can make a big difference.

Don’t wait—begin building your retirement savings today to set yourself up for a more secure future.

Need help getting started? Send a DM to explore your options! 🌟💰

Wishing you and your loved ones a safe and happy Labor Day!
08/28/2026

Wishing you and your loved ones a safe and happy Labor Day!

Hope you enjoy the long weekend and get some time to reflect and relax!
08/26/2026

Hope you enjoy the long weekend and get some time to reflect and relax!

How do you celebrate the hottest days of summer without breaking a sweat? 😓 Embrace the summer vibes in a cool swimming ...
08/21/2026

How do you celebrate the hottest days of summer without breaking a sweat? 😓 Embrace the summer vibes in a cool swimming pool 🏊, on the shores of a lake or the ocean 🏖, or in the refreshing shade of a lush forest 🌳. Or maybe even indulge in some sweet treats so you can chill like a popsicle in the summer heat. 🍦

☀️ However you plan on getting through these long, hot summer days, be sure to stay cool! 😎

Goodbye, summer ☀️👋🏼 It’s been a blast, but it's time to get excited for the cozy vibes of autumn 🍂🍁🍂 Get ready to enjoy...
08/19/2026

Goodbye, summer ☀️👋🏼 It’s been a blast, but it's time to get excited for the cozy vibes of autumn 🍂🍁🍂 Get ready to enjoy fall flavors like cinnamon and pumpkin, colorful leaves, and sweater weather! 🎃🍂

🍂What are you looking forward to this fall? Share in the comments!

Your wedding will be one of the most important events of your life…and one of the most expensive! From attire to decor, ...
08/14/2026

Your wedding will be one of the most important events of your life…and one of the most expensive! From attire to decor, here’s how to budget for your big day:

• Establish a realistic budget based on your current savings and investments.
• Consider working with a wedding planner who can help you stay on budget.
• Prioritize important expenses like a venue, and be willing to exclude certain optional features like extravagant centerpieces or a groom’s cake.
• Attribute funds to specific expenses so you know when to cap individual purchases.

For more advice on tracking your finances and planning for the future, send a message today.

☀️ Looking to make the most of your summer adventures without breaking the bank? 💰 Here are some tried-and-true tips tha...
08/12/2026

☀️ Looking to make the most of your summer adventures without breaking the bank? 💰 Here are some tried-and-true tips that may help you save money and make that dream vacation a reality! 🏖️

• Set a budget: Determine how much you want to save and create a realistic budget. Track your expenses and cut back on non-essentials to reach your goal faster.
• Shop smart: Look for discounts, compare prices, and take advantage of sales. Use apps or browser extensions that find the best deals for you.
• Opt for free activities: Explore local parks, beaches, and free events. You'll be surprised at the hidden gems you'll discover.

With these tips, you may be on your way to an amazing summer vacation without breaking the bank. 💸✈️ For more budgeting and saving tips, send a message today.

You’ve worked this hard and deserve to enjoy your retirement. If you’re considering retiring soon, reach out today and l...
08/07/2026

You’ve worked this hard and deserve to enjoy your retirement. If you’re considering retiring soon, reach out today and let’s work together to make sure you have everything you need to make the most of your golden years.

Planning for a comfortable future requires the right guidance, and that's where a seasoned financial professional can st...
08/05/2026

Planning for a comfortable future requires the right guidance, and that's where a seasoned financial professional can step in! 💰📈 From helping you set your retirement goals to crafting a personalized financial roadmap, seeking the help of a knowledgeable expert may help you achieve your financial goals. 🌟✨

Don't leave your retirement to chance. Send a message today.

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

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