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VerifiedFinancial Services· Founded 2003

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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HeadquartersBraintree, United StatesEmployees11(11 to 50)Annual revenue$1M to <$10MFounded year2003Websitekellyfinancial.orgLinkedIn profileLinkedIn

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.

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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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