Kelly Financial Services

Financial Services • Braintree, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	10 Forbes Road, Suite 130, Braintree, MA 02184, US
Phone number	+17818493090
Website	kellyfinancial.org
NAICS	52
SIC	738
Keywords	Investments, Risk Management, Investment Planning, Financial Services, Wealth Management
Founded	2003
Employees	1-10
Socials

Key Contact at Kelly Financial Services

Paige Unitas

Business Development Director

Kelly Financial Services Email Formats

Kelly Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@kellyfinancial.org), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@kellyfinancial.org	100%

About Kelly Financial Services

Kelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 2003. Kelly Financial is an independently owned Financial Advisory Firm based in the Greater Boston Area. The firm was founded by William A. Kelly and his wife, Kelly Kelly. In the past 19 years Kelly Financial has specifically focused on bringing together a finely tuned team of professionals, all working to assist clients and families.

Kelly Financial Services revenue & valuation

Annual revenue	$27,400,000
Revenue per employee	$2,737,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$87,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Kelly Financial Services has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Kelly Financial Services has never raised funding before.

Kelly Financial Services Tech Stack

Discover the technologies and tools that power Kelly Financial Services's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Gravity Forms

Form builders

Beaver Builder

WordPress plugins

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Bootstrap

UI frameworks

The Events Calendar

WordPress plugins

Frequently asked questions

Kelly Financial Services is located in Braintree, Massachusetts, US.

You can reach Kelly Financial Services at +17818493090.

Kelly Financial Services was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Kelly Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kelly Financial Services

Paige Unitas

Business Development Director

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