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About Us

facebookKelly115_ppKelly Financial is a Registered Investment Advisor (RIA) focused on senior safe money strategies since 1994. 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.


Bill Kelly’s Senior Safe Money Strategies(R) radio show is in its 8th year. It airs each Saturday from 9:00am to noon on WRKO 680 AM Boston. We have received over 60,000 calls, seated over 15,000 seniors for our workshops and mailed out close to 30,000 Senior Safe Money Strategies Books over the past 10 years.