Bell Financial Group

Bell Financial Group

Financial Services 5850 Town and Country Blvd 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

Bell Financial Group Overview

Headquarters
5850 Town and Country Blvd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Founded
1979
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Bell Financial Group

Founded in 1979, Bell Financial Group is independently owned and operated. This independence allows us to put our clients’ priorities first through every step of the financial planning process. Objectivity and transparency form the foundation of everything we do. Specialties include: Comprehensive Financial Planning Services • Investment Advisory Services • Corporate Retirement Plans • Employer Benefits Design and Management • Risk Management (Life, Disability, Long-Term Care Insurance). Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org / www.sipc.org). • The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, MI, MO, MS, NC, NM, OH, OK, PA, TX, WA, WI. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. While we welcome you to add your comments to posts on this profile, regulation prohibits us from displaying LinkedIn endorsements on our profile. Thank you.

Bell Financial Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Bell Financial Group Org Chart

Sample employees and titles
Name Title Contact
Roger Bell Registered Rep/aif at Bell Financial Group
View
Undria Polley Consultant at Bell Group Financial Management
View
Teresa Gately Client Services Associate
Email
John C. Classe Certified Financial Planner® Professional
Email Phone

Employees by Management Level

Manager 3 profiles
Individual contributor 3 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
Sales 1 1 0

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