Tailored Strategies With Bell Investments
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 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
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 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
Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit LPL Disclosure for more detailed information.
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.