Massachusetts > Braintree > Kelly Financial Services

Kelly Financial Services

Verified Listing

(781) 849-3090
10 Forbes Rd
Ste 130
Braintree, MA 02184
Category: Finance & Legal:Financing Consultants


William A. Kelly Financial Services is a registered investment adviser. We help investors, especially seniors, project income and plan for retirement. We educate clients with a goal using income for life projections and risk reward decisions. Like most seniors you may want to keep what you have, maintain and manage accumulated wealth, grow your investment when possible while potentially minimizing investment risk, creating a return on investments whenever possible to overcome taxes, inflation and income needs, pass on what’s left to those you love without interference and loss whenever possible, overcome income for life retirement security concerns, employ cutting edge investment products, utilize long term, multi-generational cutting edge income planning.

Products And Services

We offer planning services for financial, retirement, investments, 401K, IRA, insurance & annuities.

Year Founded


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