Employee Benefits and Group Retirement Services

Bell Financial’s Employee Benefits and Group Retirement Division offers independent advisory services to small-to-medium-sized companies.  We develop close working relationships with our clients, delivering benefits and services from design to implementation and regular follow-up. All of our business relationships are governed and fostered by our Core Beliefs.

Bell Financial Associates Davie Frank and Laurie Sobie are members of The Benefits Alliance Group which is comprised of 36 independent member firms with more than 175 advisors. They share benefit trends and insights, and leverage  in-depth knowledge of the marketplace to provide their clients with the best solutions. They have also created specialized products and services available only through The Benefits Alliance Group.