Our mission is to help our clients create exciting and secure futures Through financial planning AND Employee benefits.
Bell Financial was founded with a simple mission - to help as many people as possible, in the most profound way possible. This means that the suite of services and products offered by the team at Bell Financial is diverse, and includes comprehensive financial planning, investments, insurance and employee benefits. Over the years our growing team has consistently rallied around this central mission and relentlessly worked towards delivering a customer experience that builds ever-strengthening long term relationships with our clients. Whether our client is a new member of an existing benefits plan, or a long term investment client, we work diligently to find out how we can help, and deliver that help in a way that exceeds expectations.
Start with a Plan
Your financial journey starts with a comprehensive financial plan put together by our qualified team of CFP® professionals free of charge. We will help you take this essential first step in reaching your personal and financial goals.
Build Your Portfolio
With their financial plan as a backdrop we build strong relationships with our clients. With this foundation we're able to help them select investments and insurance products that meet their personal needs.
Employee Security
From creative plan design using proprietary benchmarking tools, to implementation, to servicing and advocacy, we deliver and manage your employee benefit and group retirement plans with the level of personal care and attention that you should expect from an advisory firm.
WE'LL DEVELOP A COMPREHENSIVE FINANCIAL PLAN FOR YOU, FREE OF CHARGE.
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