Kelly Financial Services

www.kellyfinancial.org

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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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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Country

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State

Massachusetts

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City (Headquarters)

Braintree

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Employees

11-50

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Owner and Licensed Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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