KF
Kelly Financial Services LLC
Your trusted partner for personalized financial planning and wealth management in Braintree.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
Customized strategies for retirement, savings, and investment goals tailored to individual needs.
Comprehensive portfolio management to grow and protect assets with a focus on long-term security.
Expert guidance on 401(k), IRAs, and other retirement accounts to ensure a comfortable future.
Professional advice on stock, bond, and mutual fund investments based on market analysis.
Assistance with wills, trusts, and legacy planning to safeguard your family's financial future.
Services for businesses including cash flow management, growth strategies, and financial oversight.
Your trusted partner for personalized financial planning and wealth management in Braintree.
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Kelly Financial Services LLC is a premier financial advisory firm based in Braintree, MA, dedicated to helping individuals, families, and businesses achieve their financial goals. With a stellar 4.9/5 rating from 147 reviews, we pride ourselves on providing respectful, expert guidance tailored to each client's unique needs. Our team, including standout advisors like Greg Murray, offers comprehensive services focused on growing and safeguarding your assets. We build long-term relationships through professionalism, quick responsiveness, and a commitment to your best interests, making us a top choice for financial planning in the community.
My husband and I have been with Kelly Services since before COVID. We see Greg every few months; he is terrific. We wouldn't trade him for the world. He's very smart and is handling our account very well. We couldn't be happier
We have been clients for a number of years and we are very pleased with the results and everyone that we have been involved with especially Greg he is the best and we highly recommend Kelly Financial Services. They really have our best interest at heart.
Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assistance that has my full confidence. At Kimball Farms we had a wonderful time and I had the opportunity to speak to our advisors in an informal setting. I’m so proud of Willam Jr. accomplishment of having to publish his own book. Mrs. Kelly is such a gracious person who I spoke with for quite awhile. I’m so glad that she considers Annette me as friends. Thank you all so very much for your ten years of service and expertise.
We have been working with Kelly Financial for over 10 years and have always found them to be very professional, knowledgeable, approachable, reply quicky to inquiries or concerns, looking out for our bast interests, and focused on growing and keeping our money safe. I would highly recommend them.
Greg Murray is an absolute stand out! Knowledgeable, gracious, and responsive. God bless him. -Nick and Joy, happy and satisfied Kelly Financial clients.
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