Financial Advisors
Braintree, MA
Kelly Financial Services LLC is an independent financial advisory firm based in Braintree, MA, specializing in retirement planning and wealth management. Founded by Kelly Kelly, the firm uses a proprietary "Safe Money Strategies" process that emphasizes consistent, structured financial planning across wealth accumulation, preservation, and distribution. They provide portfolio risk analysis, retirement readiness planning, and personalized financial recommendations grounded in fiduciary principles and transparency.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, individuals concerned about portfolio risk alignment, families wanting structured financial guidance with transparency and integrity
Service area: Braintree, MA and surrounding Boston metropolitan area
Proprietary Safe Money Strategies Process: Kelly Financial Services employs a structured 5-step process (Discover, Analyze, Develop, Implement, Review) designed to align wealth accumulation, preservation, and distribution with your financial goals.
Founder Expertise & Educational Resources: Founded by Kelly Kelly, the firm provides educational materials including her book "Retire Your Fear, Plan Your Future" and a Safe Money Strategies Workbook to help clients understand and navigate retirement planning.
Fiduciary Commitment: The firm emphasizes integrity and transparency, committing to evaluate your financial situation and make only recommendations that are in your best interest.
Address: 10 Forbes Rd #130, Braintree, MA 02184
Phone: (781) 849-3090
Website: kellyfinancial.org
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