About Bell financial services company
Bell Financial Services Company: Your Trusted Partner in Financial Planning
Bell Financial Services Company is a leading financial planning firm that has been serving clients for over 20 years. Founded by Jesse W. Bell, CFP®, AIF®, ChFC®, the company has established itself as a trusted partner for individuals and businesses seeking expert guidance on their financial goals.
Located in Michigan's beautiful Upper Peninsula, Bell Financial is centrally located at 1070 Commerce Dr., Suite A, Marquette, MI 49855. The company's team of experienced professionals provides personalized financial planning services to clients across the region.
At Bell Financial, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a comprehensive approach to financial planning that takes into account your current situation and future aspirations.
Our services include retirement planning, investment management, estate planning, tax planning, risk management and insurance analysis. We work closely with our clients to develop customized strategies that help them achieve their long-term financial objectives.
As a fee-only fiduciary firm registered with the SEC (Securities and Exchange Commission), we are committed to providing unbiased advice that is always in our clients' best interests. We do not receive commissions or compensation from third-party providers for recommending specific products or services.
Our team of professionals includes Certified Financial Planners (CFPs), Accredited Investment Fiduciaries (AIFs) and Chartered Financial Consultants (ChFCs). These designations demonstrate our commitment to ongoing education and professional development so that we can provide the highest level of service to our clients.
At Bell Financial Services Company, we believe in building long-term relationships with our clients based on trust and mutual respect. Our goal is not just to help you achieve your immediate financial objectives but also to provide ongoing support as your needs evolve over time.
If you're looking for a trusted partner who can help you navigate the complex world of finance, look no further than Bell Financial Services Company. Contact us today at 906-485-1400 to schedule a consultation and learn more about how we can help you achieve your financial goals.
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