Company Overview
- Headquarters
- 10 Forbes Road Suite 130, Braintree MA
- Website
- kellyfinancial.org
- Phone
- (608) 284-0120
- Employees
- 9
- Founded in
- 2003
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5223 CompaniesNAICS Code 52232 CompaniesNAICS Code 522 CompaniesNAICS Code 52 CompaniesNAICS Code 522320 Companies
- SIC Code
-
SIC Code 738 CompaniesSIC Code 73 Companies
Financials & Stats
Revenue
$11B
Total Funding Amount
$150,000M
Who is Kelly Financial Services
Kelly Financial Services is a Registered Investment Advisor (RIA) headquartered in Braintree, Massachusetts. The firm is independently owned and operated, employing a team of nine professionals. Kelly Financial Services specializes in developing safe money strategies for seniors. They work with clients and families to help them achieve their financial goals through a variety of investment products and services. Founded in 1993 by William A. Kelly and his wife, Kelly Kelly, the firm has a long history of serving the Greater Boston Area. Kelly Financial prides itself on its team of experienced professionals who are dedicated to providing personalized financial advice. For more information about Kelly Financial Services, please visit their website at kellyfinancial.org.
Kelly Financial Services Tech Stack
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| 11M | 5 | West Columbia, SC | 2000 | |
| 11M | 10 | Encino, CA | 2013 | |
| 11M | 35 | Elk River, MN | ||
| 11M | 5 | Saratoga Springs, NY | 1996 | |
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