About Our Firm
Here’s our story. We look forward to hearing yours.
JOSH SMITH
Financial Advisor
Josh Smith is a Financial Advisor at Kelly Financial Services. A new member of the team, Josh delivers a client-focused and patient approach to financial planning to ensure each family has a solid foundation for retirement goals.
Josh graduated from Boston College in 2024 with an Economics and Finance degree, and thoroughly enjoyed watching the Eagles play football and hockey during his studies. He also played Club Baseball and loved to explore around the greater Boston area.
When not at work, Josh enjoys travelling, snowboarding and spending time with family. Growing up in the South Shore, Josh is an avid New England sports fan with the Red Sox being his favorite team.
Have Questions for Kelly Financial Services, LLC?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.