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Kelly Financial Services
10 Forbes Road Suite 130, Braintree, 02184
4.8
781 reviews
Online services
Traveling service

Kelly Financial Services

10 Forbes Road Suite 130, Braintree, 02184

Services

  • Kelly Financial

  • Other Services Avail

  • Virtual Appointments

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Reviews

Reviews are no joke! Booksy values authentic reviews and only verifies them if we know the reviewer has visited this business.
4.8/5
781 reviews
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    680
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Phone Appointment Client
by Greg Murray
Our end or year financial strategy and performance review took place with our Financial Advisor. We are pleased that the performance of our retirement... portfolio performed better than expected. We also agreed with our financial advisor that our current strategy should remain in place at this time. In short, we are happy to have Kelly Financial Services looking for us and we are grateful to have a honest and professional team managing our retirement future. Thank you and God Bless. Show more
Second - Burlington
by Michael Doucette
Yes both Mike & Greg exceptional hard workers & a lot of attention to detail. Mikes knowledge was like taking a college class; he’s a teacher in his p...rofession in fact I looked forward to seeing him. Five stars for me..!! Show more
Review - Braintree
by Michael Doucette
Mike Doucette has been a skillful, attentive, and very personable advisor watching over our hard earned retirement since 2015. His expert guidance ha...s allowed us to create multiple streams of monthly income. We have collectively crafted a comfortable 'next chapter' and are eager to begin the journey. Thanks, Mike! Show more
Review - Burlington
by Ward Johnson
This review was the worst review since I’ve been with Kelly starting 2017 ish. All previous data and work for past advisors was not on file. Now thi...s will need to be regenerated and will required significant effort on both sides. My request to take control of my stock portion of my account was never setup. Ward has scheduled a follow up meeting to try and rectify the situation. Show more
First - Burlington
by Greg Workman
Greg and Mike were awesome! I felt they really knew what they were talking about! They made the whole process of working with them efficient and rel...axing. Show more
Fact Find - Burlington
by Michael Doucette
Excellent, informative, & we will do business. As older clients, your people explained everything in detail. We will do business
Incoming Call
by Bill Kelly Braintree Office
We are happy to report that our retirement portfolio review with our financial manager went extremely well. Our advisor discussed the details of our p...ortfolio and reviewed the performance and overall strategy of our retirement financial plan. We are happy with the results and the performance of our financial strategy which have exceeded our expectation. We are blessed to have Kelly Financial Services manage our retirement finances and Kelly Financial has earned our trust. Show more
Phone Appointment Prospect
by Appointment Cancelled
You folks are kidding, asking us for a review, right? You're one thing on the radio, and completely different in person. Nothing else left to say....
FF Ph Analysis
by Michael Doucette
Professional, courteous, helpful, knowledgeable, representative explaining services and benefits and cost of doing business with Kelly Financial servi...ces with no high pressure sales techniques. Show more
FF Ph Analysis
by Michael Doucette
Participated in a call to discuss Roth IRA. All of my questions were fully answered in a professional manner.
FF Ph Analysis
by Michael Doucette
I had a very productive and pleasant conversation with Michael Doucette about long term care planning. Michael was very knowledgeable and listened clo...sely to my concerns. Show more
Phone Appointment Client
by Greg Murray
The main reason we chose Kelly Financial Services is simple. Trust and worry free financial security through our retirement years. Kelly Financial has... delivered on their promise to be trustworthy and delivered us a safe money strategy that has kept us worry free as we go through our retirement years. Show more
Phone Appointment Client
by Greg Murray
We have been using Kelly financial (no relation) for several years now. The group is very attentive to our concerns and needs. We meet every quarte...r to review the previous quarter and the outlook for the next quarter. The group makes you feel like family. I would highly recommend Kelly Financial. Show more
FF Ph Analysis
by Michael Doucette
My initial phone conversation with Mike Doucette provided me with the tools I need to be comfortable with financial decisions moving forward. I explai...ned to him my retirement goals and he offered sensible decision trees and algorithims I need to review to position myself in scenerios I am comfortable with. Mike's commitment to ensuring the options I have for achieving financial security were transparent and appreciated. Thank you, Mike! Show more
FF Ph Analysis
by Michael Doucette
Rep called, got info from me and never called back. He assumed I didn't have any $$ to invest and said "I assume you have bad credit" and "if you hav...en't saved $$ by now, what makes you think you can save in the future". Very insulting. He was looking for the big investor, I think, and couldn't be bothered dealing with "the little guy *woman*). No other rep has contacted me. I do not recommend this firm. Show more
Review Appointment Virtual
by Greg Murray
Greg was his normal excellent representative. Kelly Financial is lucky to have a professional representative such as him. He has the knowledge and exp...erience to handle all of my requirements. Such so, the rest of my family members are now part of the Kelly Family. Show more
FF Ph Analysis
by Michael Doucette
The appointment over the telephone was prompt, professional, informative and timely. Looking forward to follow up meeting.
Phone Appointment Client
by Appointment Rescheduled
We’re very happy to be with Kelly. Greg really seems to know us and our needs well and we’ve only met with him twice. He is very on top of his game!...
Review - Braintree
by Greg Murray
Had our first in person meet with our financial planner since covid. We always feel better about our financial future after we leave!
Phone Appointment Client
by Greg Murray
Our YTD phone review with Greg went well. Our financial position during a year of turmoil exceeded our expectations. Our financial advisor reviewed an...d explained all the strategies taken this year to mitigate the volatile markets. Greg clearly explained why changes were made and why in some cases the decision was to stay the course. He went over our annuity performance which to our surprise did well. Overall Kelly Financial once again far exceeded our expectations. Thank you and God Bless. Show more
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