Manage personal investments
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.
Bell InvestmentsAt 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 SenseWe 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.
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.
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.
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.
Gifts That Change Lives
Bell’s unique Pay It Forward initiative has empowered more than $17 million in giving and changed thousands of lives. Check out our stories (but have a tissue handy!).