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“My approach is to bring Wall Street to Main Street. By fact finding, evaluating, conferencing, calculating ratios and systematizing estate planning, we are able to bring services to people in a new way."

William A. Kelly


 
Kelly Financial
 

 

About Us

Kelly Financial Services works to develop strategies to potentially increase, preserve and pass assets. Maintain the advantage you’ve worked so hard to gain.

You’ve worked hard for your money and you have a right to be proud of that fact. You also have a right to a secure retirement and the knowledge that you will be the one who decides how your estate is settled. Protect your accumulated wealth. As inflation may be returning to the markets, plan for it.

Bill Kelly
William A. Kelly

William A. Kelly is founder and president of Kelly Financial Services. Bill is a Registered Investment Advisor (RIA) and has focused on senior safe money strategies since 1994. He is a noted industry speaker and hosts the weekly Safe Money® program on WRKO, AM 680 radio. This program is heard throughout the northeast every Saturday morning for 9:00am to noon. Bill’s Senior Safe Money Strategies® workshops and seminars have reached more than 12,000 seniors during the past ten years. Mr. Kelly lives in Rhode Island with his wife Kelly, his son and two daughters.