Find Your Retirement Confidence

We can help you create a retirement readiness plan.

Since 2003, Kelly Financial Services has worked with friends and neighbors throughout the greater Boston area, helping them work toward their financial goals by using planning tools and understandable strategies. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.


About Kelly Financial Services

Kelly Financial Services has been helping develop retirement strategies for more than 20 years. Founded by William A. Kelly and his wife, Kelly Kelly, Kelly Financial is an independently owned financial advisory firm with a finely tuned team of professionals all working together to help clients and their families grow and preserve wealth.


Kelly Event Locations

Burlington, MA

Salem, NH

Braintree, MA

Kelly Financial Service’s Wealth Accumulation, Preservation and Distribution Events


Safe Money Strategies Radio

Tune in to hear  Safe Money Strategies™ radio show Saturdays from 9 a.m. to 10 a.m. on WRKO 680 AM Boston. Now in its 15th year, the show has been a catalyst for people seeking retirement advice. We have received over 50,000 phone calls, hosted more than 12,000 seniors for workshops and distributed more than 40,000 workbooks.

Ready to rocket into retirement?

As Neil Armstrong proved to a mesmerized world some 52 years ago, life’s greatest achievements always require “one small step.”

Isn’t it time for you to take your first step toward the retirement you’ve long dreamed about? Watch this video to see how your friends at Kelly Financial Services can help you launch your own unforgettable adventure.

Five Missteps

Overwhelmed by planning for retirement?

Planning for your retirement can be overwhelming, maybe even a bit scary.

That's why we're here to help! Download this 4-page guide for answers to the most common questions, like:

  • When should I start preparing for retirement?
  • How do I account for inflation?
  • Will I really need long-term care?

When you have financial concerns,

We want to help you address them.

With Kelly Financial Services, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Market fluctuations and economic uncertainty can present challenges for your financial strategy. It may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

Email us at or call us at 781.849.3090 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Kelly Financial Services & the Kelly family have been proud to support the following:


Request A Complimentary Consultation

Does your portfolio have too much risk?

Or not enough?


Are you ready for retirement?