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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.

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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.

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View Our Customer Relationship Summary

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Explains using life insurance to make meaningful charitable donations.

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This calculator is designed to help you attach a dollar figure to your life’s work.

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

How much would your monthly lease payment be?

How Long Will It Take to Pay my Balance?

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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