Kelly Financial Services LLC

Kelly Financial Services LLC is a Financial Planner in Milton, MA. The firm offers comprehensive financial planning, advice and strategies tailored to retirees, individuals contemplating retirement, and younger savers beginning to build wealth. Services are organized into three focus areas, Accumulation, Preservation, and Wealth Management, and include income review, risk analysis, investment guidance, rollovers and tax‑efficient strategies. With a presence in the Greater Boston region for 20 years, Kelly Financial Services serves clients throughout the area and holds a 4.90 rating from its reviewers.

The company operates as an independent fiduciary, emphasizing a structured “Safe Money Strategies” process that aligns wealth accumulation, preservation and distribution. Its team describes itself as family‑like, dedicated to delivering exceptional service while helping clients navigate complex financial decisions. Founded in 2003 by Kelly Kelly and her late husband William A. Kelly, the firm is led by President and CEO Kelly Kelly, who brings a background in business administration and extensive experience in financial services. Resources such as investor guides, a retirement workbook, and the book “Retire Your Fear, Plan Your Future” are available to clients, reinforcing the firm’s educational and consultative approach.

Located on Forbes Road, Kelly Financial Services LLC sits just a short walk, about 0.2 miles, from Forbes Wharf, Adams Street, Milton Hill, Labouré College and the Pierce Reservation nature preserve, and roughly 0.3 miles from Fontbonne Academy.

By combining two decades of fiduciary expertise with a personalized, values‑driven approach, Kelly Financial Services LLC helps Milton residents create and sustain the retirement lifestyles they envision.