Tailored Strategies With Bell Investments
Our mission at Bell Investments is simple. Our advisors will work with you to navigate the complex financial world and deliver clear strategies in pursuit of your goals.
Our Approach
Our consultants and advisors are here to listen to your unique needs and goals in order to offer you personalized advice and financial strategies. We will then organize and design a plan to pursue your financial goals. You’ll receive sound guidance, access to a variety of investment options and oversight of your portfolio.
After the plan is in place, we stay in touch to keep you updated and informed and make changes when necessary. Enjoy the convenience of conducting your financial planning and investment business at Bell Bank.
Our Strategies
Our advisors will help you organize your financial life and design a roadmap to pursue your goals. It all starts with a detailed plan.
- Business planning
- College planning
- Trust and estate planning
- Retirement income planning
- Risk management planning
Contact Us
Our team is ready to design a plan to pursue your financial goals. Fill out the form below, and we will pair you with an advisor near you.
Check the background of investment professionals associated with this site on FINRA's BrokerCheckundefined. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAundefined/SIPCundefined). 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 |
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