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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

Open enrollment is your chance to make every benefit count.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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

How much do you need to save each year to meet your long-term financial goals?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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