Client Survey

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Call: 781.849.3090

We care about you.

When my late-husband Bill Kelly and I founded Kelly Financial Services, LLC, we endeavored to help you navigate your retirement by providing solutions to your problems. Today, I am asking you to help us. By helping us we, in turn, will actually be helping you.

To better ensure that we are able to assist you in reaching your retirement goals and improve our service delivery to you, I would personally appreciate your completing this important survey and return it back to me. The more we can learn about you the better we can serve you and make an impact. Even more, we also want to know how our team can better meet your needs.

This survey should only take 10-15 minutes of your valuable time. And we would be grateful for your responses to let us know how we are doing and how we can improve moving forward.

Thank you and God bless!

Kelly Kelly

President and Chief Executive Officer

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Name*
First Last
Email*
Phone*
Name
First Last
Email
Phone

Name
First Last
Child 1 Age
Child 1 State
Name
First Last
Child 2 Age
Child 2 State
Name
First Last
Child 3 Age
Child 3 State
Name
First Last
Child 4 Age
Child 4 State

Are You a Member of Facebook?*
Are You a Member of LinkedIn?*
Are You a Member of Instagram?*
What Other Social Media Do you Use?
Do You Listen to Radio?*
If Yes, What Station(s)?
Do You Listen to Our Radio Show?*
Do You Listen to Our Podcasts?*
Have You Called into Our Weekly/Monthly Conference Calls?*
Do You Read Our Quarterly Newsletters?*
Do You Visit Our Website?*
If Yes, How Often Do You Visit?
If Yes, What Do You Look For?
Do You Watch Cable TV?*
If Yes, Which Stations?
Do You Use A Streaming Service (ie. Hulu, Apple TV, etc.)?*
If Yes, Which Streaming Service?

Are You Agreeable to Receiving Some Communication Via Text Message?*
Are You Agreeable to Participating in Some Meetings With Us Virtually?*
On What Platforms do You Consume News, Information, and Entertainment? (Check All That Apply)
- Hardcopy (Newspapers, Magazines, Newsletters)
- Cable TV
- Terrestrial Radio
- Cell Phone
- Internet (Desktop, Laptop, Tablet)
- Virtual (Alexa, Google Assistant)
- Streaming Service (Hulu, Apple TV)

How Are You Satisfied with Your Overall Experience with Our Company?*
Completely Satisfied Very Satisfied Neutral Very Dissatisfied Completely Dissatisfied
How Do You Rate Our Service Delivery? (1 Being Not Effective, 10 Being Effective)*
How Well Does Our Staff Follow Up With You? (1 Being Not Effective, 10 Being Effective)*
Does Our Company Communicate Frequently Enough?*
What Do We Do Really Well?*
What Can We Do Better?*
Do You Know People Who Would Benefit From Our Services?*
Are You Comfortable Introducing People To Us?*
How Can We Make Ourselves More Referable To You and Your Friends?*
How Important Is A Comprehensive Financial Retirement Plan to You? (1 Being Not Important, 10 Being Important)*
Would You Recommend Your Children Work With a Kelly Financial Services Advisor?*
Is There Anyone In Particular At Kelly Financial Services You Would Like To Highlight? Why?*

Which of The Following Would You Like To Know More About? (Check All That Apply)*
- Your Overall Risk Tolerance As You Approach Or Are Already In Retirement
- Creating A Source of Retirement Income Through The Use of Insurance Like Annuities and Other Products
- Tax Efficient Strategies
- Coordinating Social Security**
- Identity Theft
- Creating A Legacy For Loved Ones
- Long Term Care
- Retirement Income Analysis
- Medicare And Other Healthcare Options
- Other
* Benefits With Your Overall Retirement Income Strategy (**We Are Not Affiliated With the U.S. Government Or Any Governmental Agency; We Are Able to Provide You With Information But Not Guidance or Advice Related to Social Security Benefits.)
Other
What Are Your Financial Concerns? (Check All That Apply)*
- Market Volatility
- Tax Efficiencies
- Long Term Care Expenses
- Outlive Nest Egg
- Considering Retirement And Not Sure If I/We Can Afford It
- Not Having a Reliable Income Plan For Retirement
- Updated Beneficiaries on Current Policies
- Leaving a Legacy For Loved Ones
Email
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CONTACT US

Phone: 781.849.3090
Fax: 781.849.3091
Email: kelly@kellyfinancial.org

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BRAINTREE LOCATION

10 Forbes Road, Suite 130
Braintree, MA 02184
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BURLINGTON OFFICE

1 Van de Graaff Drive Suite 404
Burlington, MA 01803
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Kelly Financial Services, LLC ("KFS") is an independent SEC registered investment adviser, providing investment advice to individual clients on a discretionary basis. Registration with the SEC does not imply any level of expertise or training. The content presented on this website is for informational purposes only. It does not constitute investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell investment products. KFS does not provide legal or tax advice. Such advice should be obtained from qualified professionals.

Any materials obtained on or through this website which have been prepared or provided by third parties have been obtained from sources believed by KFS to be reliable, but its accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned.

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.