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Kelly Day Financial Services, LLC


Columbia Station, OH

Phone:

216-225-9075

Fax:

440-236-8564

E-mail:

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Valerie Schmitz, CEPA, CPFA President

Kelly Day Financial Services, LLC logo with emblem

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

View Our Customer Relationship Summary

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Provides tips for managing rising food prices through smart shopping.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator can help you estimate your annual federal income tax liability.

How much can you afford to pay for a car?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck