Kelly Financial Services

Kelly Financial Services is a financial advisory firm dedicated to helping individuals and families in the greater Boston area achieve their financial goals. Founded by William A. Kelly and his wife, Kelly Kelly, the firm has been assisting clients for over 20 years. Our team of professionals is committed to creating close, personal relationships with each client, ensuring that their financial needs are met with integrity and transparency.

Our Unique Team

Our team's unique blend of financial expertise and understanding of priorities, family, and confidence in financial futures sets us apart. We are dedicated to earning your trust by thoroughly understanding your goals and dreams, helping you feel confident in your financial strategies. Whether you're looking to accumulate wealth, preserve it, or distribute it wisely, we're here to guide you every step of the way.

Strategic Partners

We have developed strong strategic partnerships with leading financial institutions and experts in the field. These partnerships enable us to offer a comprehensive range of services, from financial planning and education to insurance and investment solutions. Our extensive network allows us to stay up-to-date with the latest market trends and financial strategies, ensuring that our clients have access to the best possible advice.

Inside Kelly Financial Services

At Kelly Financial Services, we believe that every individual deserves a personalized approach to financial planning. Our Masters Class Center for Retirement Research and the Women's Institute for A Secure Retirement offer valuable resources and educational materials to help you make informed decisions about your financial future. Our Safe Money Strategies Workbook and publications provide practical advice and strategies for securing your financial well-being.

Evolution of our Firm

Since 2003, Kelly Financial Services has evolved into a respected and trusted name in the financial advisory industry. Our commitment to community and client satisfaction has earned us a reputation for integrity, transparency, and results. We continue to innovate and expand our services to meet the ever-changing needs of our clients and the community.

Join Our Team

If you share our passion for helping others achieve financial freedom, we invite you to join our team. Together, we can make a meaningful difference in the lives of those we serve.

Referral Program

We appreciate the trust our clients have placed in us. As a token of gratitude, we offer a referral program that rewards you for referring friends and family to our services. Together, we can build a brighter financial future for everyone.