Manage personal investments

Our consultants and advisors offer you information, objective advice and financial strategies – then help you organize your financial life and design a plan to pursue your financial goals. You’ll receive strong guidance, access to a variety of investment options, and oversight of your portfolio. Together, we’ll create your complete financial picture.

Why Bell

At Bell Bank, you can always count on real people with real expertise. You’ll feel good about your local, independent bank that’s here when you need us.

Find financial guidance in our Advice Center

Bell Investments

At Bell Investments, we get to know you, your goals and your dreams, and together we plan for your future. We have your best interest in mind, always. Let’s start a conversation about planning for your best life.

Let's work together to create a plan for your future. After the plan is in place, we stay in touch to keep you updated, informed and make changes when necessary. Enjoy the convenience of conducting your financial planning and investment business at a Bell Bank location near you!

 

Our Services

  • Brokerage accounts including IRAs, Simplified Employee Pensions (SEPs), Simple 529 plans and investment accounts
  • Personal retirement planning services
  • College plans
  • Annuities
  • Life insurance and long-term care insurance

 

Financial Strategies That Make Sense

We work with you to choose financial products that fit your long-term goals, including:

  • Stocks and bonds
  • Mutual funds
  • Fixed-income securities
  • Other investment funds

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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Find a Bell Investments advisor near you.

Meet your Bell Investments advisor who can help you with financial services you need.

Find a representative

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or accepted from any resident of any other state.

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Find a Bell investments advisor near you.

Meet your Bell Investments advisor who can help you with financial services you need.

Find an expert

Choosing a Financial Advisor

Wondering when is the right time to choose a financial advisor? Bell Bank’s Lisa Moe explains when – and how – a financial advisor can help you.

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Gifts That Change Lives

Bell’s unique Pay It Forward initiative has empowered more than $16 million in giving and changed thousands of lives. Check out our stories (but have a tissue handy!).

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Plan Your Finances in 1 Hour

Financial planning means more than guiding you toward retirement. It means working together to figure out how to achieve your goals. Here’s how to do it in 5 steps.

Learn how