Kelly Financial Services Employee Directory

Q: What is Kelly Financial Services known for?

Kelly Financial Services was founded in 2003. Kelly Financial Services operates in the Financial Services industry.

Q: How many employees does Kelly Financial Services have currently?

Kelly Financial Services has approximately 11 employees.

Financial ServicesMassachusetts, United States11-50 Employees

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.

Find Kelly Financial Services employees' phone numbers or email addresses

Kelly Financial Services Global Highlights

North America
24

United States Of America
24

Oceania
1

Australia
1

Kelly Financial Services's Leadership

M. D.
Chief Operating Officer
Mobile Phone
Email
B. K.
Owner And Licensed Consultant
Mobile Phone
Email
J. F.
Director Of Marketing
Mobile Phone
Email
J. F.
Director Of Marketing
Mobile Phone
Email
L. J. K.
Managing Principal
Mobile Phone
Email
W. K.
Principal
Mobile Phone
Email
C. W. G.
Financial Advisor
Mobile Phone
Email
M. M. K.
Registered Investment Advisor
Mobile Phone
Email

Contact profiles from Kelly Financial Services

Name

Title

Contact Info

Location

Last Update

B. K.
Owner And Licensed Consultant
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
M. D.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Sep 03, 2025
J. F.
Director Of Marketing
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2025
J. F.
Director Of Marketing
Mobile Phone
Email
Jun 24, 2024
L. J. K.
Managing Principal
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2025
W. K.
Principal
Mobile Phone
Email
Jul 14, 2025
C. W. G.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 25, 2025
M. M. K.
Registered Investment Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2025
A. K.
Insurance Producer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
F. J.
Human Resources Assistant
Mobile Phone
Email
UNITED STATES
Jul 15, 2025

Frequently Asked Questions

What is Kelly Financial Services known for?

Kelly Financial Services was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 10 Forbes Road, Suite 130. Explore Kelly Financial Services's company overview page for more information.

What is Kelly Financial Services's most common email format?

Kelly Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kelly Financial Services email formats with LeadIQ.

How many employees does Kelly Financial Services have currently?

Kelly Financial Services has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Kelly Financial Services's key employees and leadership?

As of December 2025, Kelly Financial Services's key employees include:

Chief Operating Officer: M. D.
Owner And Licensed Consultant: B. K.
Director Of Marketing: J. F.
Director Of Marketing: J. F.
Managing Principal: L. J. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking