Kelly Welles, LUTCF
Independent
Financial Counsel
Welles Financial Services (WFS) offers:

  • a seasoned industry perspective, deep
    know-how and a truly independent
    viewpoint to help clients optimize
    their personal financial assets

  • access to a full range of financial
    products – life, disability and long-
    term care insurance; investments,
    estate planning, retirement planning
    and group health insurance

  • a strong track record of performance
    in financial advisers as a basis for
    feeling confident about the decisions
    you make
Copyright 2007 Welles financial Services, Inc.  All Rights Reserved
Kelly Welles is primarily licensed in New York and may be licensed in other states.
                Contact Us:
info@wellesfinancialservices.com
                917-626-8590
Welles Financial Services
Optimizing Personal Financial Assets
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