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.

Learn more about the history of Independence Day celebrations in America.
06/24/2026

Learn more about the history of Independence Day celebrations in America.

Americans have been celebrating our country’s independence from England for more than 240 years, but modern-day festivities are far different than the ones that our forefathers had.

Friendly reminder to call your dad or a father figure in your life this Father’s Day!
06/19/2026

Friendly reminder to call your dad or a father figure in your life this Father’s Day!

Amid a difficult economy, many on the verge of retirement may soon find themselves in a position where they need financi...
06/17/2026

Amid a difficult economy, many on the verge of retirement may soon find themselves in a position where they need financial help from their adult children. This could involve assistance with everyday expenses, housing costs, or even long-term care.

To navigate this evolving landscape, families should start discussing their financial goals and expectations. It’s important to create a comprehensive plan that considers retirement savings, potential health-care costs, and how to support each other without compromising individual financial security.

🤔 Are you prepared for the potential challenges ahead? Let’s chat about effective strategies to help ensure a secure future for you and your loved ones!

Help secure your retirement with these effective budgeting tips.
06/10/2026

Help secure your retirement with these effective budgeting tips.

Discover effective money-management techniques with this guide.

Planning for retirement is essential to securing a more comfortable future.While so many are relying on Social Security,...
06/05/2026

Planning for retirement is essential to securing a more comfortable future.

While so many are relying on Social Security, it's important not to put all your eggs in one basket. Instead, focus on putting a broader strategy in place. Explore various financial avenues and investment options to enhance your retirement income by reaching out today. Let’s connect to create a personalized plan that goes beyond your expectations! 💼

Planning for retirement is like planting a garden—the more diligently you work, the more abundant your harvest may be. 💰...
06/03/2026

Planning for retirement is like planting a garden—the more diligently you work, the more abundant your harvest may be. 💰 Here are some key tips that could help you prepare for later stages of life:

1. Prioritize your retirement accounts. The sooner you begin saving, the better.
2. Imagine what you want your retirement to look like. Whether it's traveling the world or enjoying peaceful days at home, setting clear goals will help you determine how much you need to save.
3. Track your expenses and create a budget that allows you to save consistently. Live within your means and regularly set aside a portion of your income for retirement.
4. Reach out to a financial professional to help you make informed decisions about your retirement. Send a message today for personalized guidance based on your unique situation.

Your journey toward a secure retirement begins with a solid foundation.Start by establishing your savings, setting up mo...
05/29/2026

Your journey toward a secure retirement begins with a solid foundation.

Start by establishing your savings, setting up monthly contributions to a 401(k), IRA, or other retirement plan. While your funds grow, assess your aspirations and financial goals so you can adjust your strategy to ensure that you're prepared for every stage of life. 🤝 Then you can savor retirement with confidence, knowing your hard work and strategic planning have paid off.

❌Don't delay planning your retirement journey. Reach out for assistance in creating a tailored savings strategy, whether you're just starting out or nearing retirement. Get started today!

Here's how to make FIRE a reality:💰 Aggressive savings: Aim to save 50% or more of your income. It might be tough at fir...
05/27/2026

Here's how to make FIRE a reality:

💰 Aggressive savings: Aim to save 50% or more of your income. It might be tough at first, but it will pay off in the long run.
💡 Live below your means: Cut back on unnecessary spending, and focus on what truly adds value to your life.
📈 Maximize investments: Think long-term with low-cost index funds, real estate, and other investments that grow over time.
⏳ Plan for the future: Whether you want to retire early or have more flexibility, plan for the lifestyle you envision.
🧠 Shift your mindset: FIRE isn’t just about money—it’s about regaining control of your time and choices.

FIRE is flexible, so adjust it to suit your own goals and circumstances. Ready to take the first step toward financial independence? Let’s start planning your strategy today! 🔥💸

Gather 'round, it's Memorial Day BBQ time! ☀️🍔 Make sure your guests are comfortable with plenty of shaded seating, and ...
05/22/2026

Gather 'round, it's Memorial Day BBQ time! ☀️🍔 Make sure your guests are comfortable with plenty of shaded seating, and set the patriotic mood with a red, white, and blue color scheme 🇺🇸 Don't forget to leave enough room for everyone to kick back, relax, and enjoy the festivities!

This classic beef chili is the perfect family-pleasing dinner.
05/20/2026

This classic beef chili is the perfect family-pleasing dinner.

This hearty wintertime favorite is relatively easy to make and a great meal to let simmer on the stove on a chilly day.

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

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