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Welles Financial Services

300 West 55th Street Ste 10M
New York, NY 10019

Phone:

917-626-8590

Fax:

212-541-9548

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Kelly Welles

Smiling woman in green blazer and statement necklace.

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

I 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. I created this Web site to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning strategies, and wealth preservation. Most important, I hope you see the value of working with me to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about my services. I hope you take advantage of this resource  and visit the site often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and wouldn't want you to miss any developments in the area of personal finance.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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