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!
- Brokerage accounts including IRAs, Simplified Employee Pensions (SEPs), Simple 529 plans and investment accounts
- Personal retirement planning services
- College plans
- 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.
Find a Bell Investments advisor near you.
Meet your Bell Investments advisor who can help you with financial services you need.
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.