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
- Website
- bellfinancialgroup.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1979
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Roger Bell | Registered Rep/aif at Bell Financial Group |
View
|
|
| Undria Polley | Consultant at Bell Group Financial Management | Greater Houston, United States |
View
|
| Teresa Gately | Client Services Associate | Round Rock, Texas, United States |
Email
|
| John C. Classe | Certified Financial Planner® Professional | Frisco, Texas, United States |
Email
Phone
|
Employees by Management Level
Manager
3 profiles
Individual contributor
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
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