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Whatever your stage of life – shaping a career, creating business opportunities, raising a family, dreaming of retirement or pondering your legacy – you need a roadmap. You need a plan that’s forward-thinking, takes in the big picture and focuses on you.
You need Bell. We’ll help you consider financial goals, time horizon and risk tolerance – and deliver guidance in your best interest.
At Bell, we're dedicated to a single mission: to help you navigate a complex financial world in pursuit of your goals.
Bell Bank Wealth Management’s comprehensive financial services go well beyond basic investment options. We're your financial GPS, helping you navigate your financial journey. We invest your funds only after careful consideration of how they fit into your overall financial situation, risk tolerance and goals. Your Bell Bank Wealth Management team will work with you to develop your financial plan for a more secure future.
Once your plan is complete, we connect you with any other services you may need, including:
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.
Getting to know you helps us find the best way to give the best service. We offer guidance through each and every step of your financial journey.
Refer a new customer to Bell, and you'll each get $50. Spend it on a nice dinner (or whatever you want)!
Our new CardValet app lets you control all of your debit cards with the phone in your pocket.
Save thousands at closing with no mortgage origination fee.