Kelly Financial Services Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
Kelly Financial Services is a registered investment advisor focused on senior safe money strategies, operating as an independently owned financial advisory firm based in the Greater Boston area. Founded in 2003 by William A. Kelly and his wife, Kelly Kelly, the firm emphasizes assembling a team of professionals dedicated to assisting clients and families in managing financial matters. Located in Braintree, Massachusetts, the firm positions itself within the financial services industry as a specialty advisor serving clients seeking safety-oriented money management solutions. The company’s target market consists of individuals seeking prudent, risk-conscious financial guidance within the broader wealth management landscape. While specific client demographics are not detailed, the firm’s emphasis on senior-safe money strategies suggests a focus on retirement- and protection-oriented needs. The recent development noted in industry press indicates the firm expanded its investment activities with a stake in Union Pacific, reflecting ongoing engagement in asset allocation within the broader market context.
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