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Kelly Financial Services

EST. AUM
$623,597,927

CONTACTS
6

CLIENT ACCOUNTS
3,094

Firm Details

Metro area Boston
CRD Number 291996
Website kellyfinancial.org
Client types

Overview

Kelly Financial Services provides financial planning and advisory services tailored to individual client needs. The company assesses each client’s financial situation to develop personalized recommendations. Its team of professionals applies financial knowledge while considering personal priorities and family circumstances. The company also addresses challenges related to market changes and economic conditions by offering strategies aimed at helping clients work toward their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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