Kelly Financial Services
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. The firm was founded by William A. 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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
549
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BK
Bill Kelly
Owner and Licensed Consultant · Other
EmailPhone - MD
Michael Doucette
Chief Operating Officer · General Business & Management
EmailPhone - CW
Charles W. Gable
Financial Advisor · Finance & Accounting
EmailPhone - MM
Mary Madeline Kelly
Registered Investment Advisor · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Kelly Financial Services
6 distinct titles indexed · top 6 shown.
- 1business development director
- 1chief operating officer
- 1director of marketing
- 1financial advisor
- 1owner and licensed consultant
- 1registered investment advisor
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