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About

The Advisor You Trust to Guide You
In Funding Your Dreams

Founded in 1979, Bell Financial Group is independently owned and operated. This independence allows us to focus squarely on our clients’ priorities through every step of the financial planning process. Objectivity and transparency form the foundation of everything we do.

With emphasis on education and communication, our professional team can help you turn your core values into an actionable plan for pursuing your financial goals. As we build long-term relationships with our clients, Bell Financial Group provides a disciplined review process to help keep you on track.

In addition to our financial planning and investment management services, we have assembled a team of trusted outside professionals to help complete your financial game plan:

  • Accounting
  • Legal Counsel
  • Mortgage Lending
  • Banking
  • Property & Casualty Insurance
  • Health Insurance & Medicare

Learn more about Bell Financial Group and how we can help you simplify your financial life.

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