Copyright 2009. Bell  Financial Management Corporation

About our firm

Bell Financial Management Corporation is a Registered Investment Adviser providing professional investment portfolio management, financial advising and legacy planning services for retirees.

As a Registered Investment Adviser, Bell Financial Management Corporation provides its services to its clients for an annual fee (fee- based) instead of charging commissions for the sale of securities or securities products. By doing so, we eliminate the conflict of interest that traditional stockbrokers experience with their clients.

Pre- Retiree and Retiree Focus

Bell Financial Management Corporation offers extensive investment and financial advice to those approaching or in retirement. This focus facilitates expertise in all matters of finance concerning retirees, including social security and estate planning.  We bring these elements together so you have a solid strategy which takes everything into account for your financial security and objectives.  

Results focused for safe, strong returns

We create value by actively pursuing strategies which adapt to the current market situation. This means whether the Dow is up or the Dow is down, out clients can be assured we are actively managing their funds to avoid losses and secure growth. We typically offer a conservative approach to help our clients achieve their goals.

Other Services

As we focus on your financial needs, we also offer retirement annuities, long-term care insurance and life insurance.