I've been a client with Kelly Financial for nine years. Whenever you have that long of a relationship with a business, you get to know the heart and soul of that business. You get to take the long view, not a single snapshot of a moment in time or short period of performance. When I first started to listen to Bill Kelly on the radio, a theme to his weekly chats became clear, and it reflected the name of the show: Senior Safe Money Strategies. And that's what Kelly Financial has done for my family. The team has protected what my family worked very hard for during many decades of sacrifice and saving. We've been able to live comfortably and predictably in our retirement in the manner we've always wanted. And there will be a nice little something left for the loved ones we leave behind. If you are looking for an advisor who promises to crush the market, Kelly Financial isn't going to offer that. On a personal note, they always take my calls and answer my questions, no matter how simplistic my queries might be. Their guidance through some very complex and complicated areas of planning and reorganization of assets have rewarded our family in those nine years with financial stability and confidence that our remaining years of retirement will deliver the same. read more

After being a client of Kelly Financial for over 10 years, I can genuinely say that my experience has been outstanding. The team has always worked with such professionalism and displayed top levels of knowledge with my finances throughout the years. They are able to mix being professional with being personal, while making you feel that you are a part of the family and that your financial future is their top priority. The entire team is knowledgeable and kind, carefully listens to all of your needs and concerns, and always offers the best solutions. I trust Kelly Financial and I know they will always be there for me. read more

After 4 years, earned less than 0.25%. Continued to promise better earnings every quarterly meeting but never delivered. Andrew is bad news. Smug and arrogant. Put blame on us for poor results! Using the same low-risk investment strategy with a new Advisor, have earned more in two weeks than after 4 years with Kelly! Shame on us for waiting so long to leave. With founder Bill Kelly gone, would never recommend placing your trust in Kelly Financial. read more

It has been a pleasure working with Kelly Financial for many years. We were so sorry for the loss of such an incredible person and true gentleman, Bill Kelly. But there has been an incredible leadership of Kelly Kelly and staff since the loss of Mr. Kelly. It has been a smooth transition. My wife and I feel comfortable with the advice we have been receiving, and will always highly recommend Kelly Financial Services. read more

I highly recommend KFS. They are very attentive to all of our needs, and always make good suggestions followed by thorough explanations. I always feel much more confident about my financial future after meeting with the staff! read more

Excellent company. I can always rely on Kelly Financial for my financial needs. Thank you!