About Us

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.

Philosophy

Our Philosophy

Good decisions can often have a bigger impact than good investments on your financial well-being. With the right guidance, you can simplify your options and start making the right choices. Learn more…

Process

Our Process

Objective advice, along with ongoing monitoring and reviews, have more impact on your financial success than what specific investments or financial products you own. Learn more…


Check the background of our investment professionals.



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