What departments does Kelly Financial Services have?

Kelly Financial Services has employees across 5 departments including Consultant, Operations, Marketing, Finance, Human Resources.

What is the largest department at Kelly Financial Services?

The largest department at Kelly Financial Services is Finance with 3 employees.

Where are Kelly Financial Services employees located globally?

Kelly Financial Services has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Kelly Financial Services's team size changed over time?

Kelly Financial Services's team has grown from approximately 3 to 4 employees based on available data.

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.

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
W. K.
Principal
Mobile Phone
Email
C. W. G.
Financial Advisor
Mobile Phone
Email
J. S.
Associate Finanical Advisor
Mobile Phone
Email
M. M. K.
Registered Investment Advisor
Mobile Phone
Email
A. K.
Insurance Producer
Mobile Phone
Email

Kelly Financial Services Employee Metrics

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0%

2026

2025

Accounting
Banking
Administrative
Analytics
Arts & Design
Other

Contact profiles from Kelly Financial Services

Name

Title

Contact Info

Location

Last Update

D. G.
Payroll Customer Service Rep
Mobile Phone
Email
United StatesMichigan
Jun 02, 2026
L. A.
Advertising And Marketing Developer
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
A. K.
Mobile Phone
Email
UNITED STATES
Jun 09, 2026

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 Braintree, Massachusetts 02184 United States. 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 June 2026. These team members are located across 2 continents, including North AmericaOceania.

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

As of June 2026, Kelly Financial Services's key employees include:

Chief Operating Officer: M. D.
Owner And Licensed Consultant: B. K.
Director Of Marketing: J. F.
Principal: W. K.
Financial Advisor: C. W. G.

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Kelly Financial Services Employee Directory

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