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Our goal is to help you make a good life happen, whatever you say that is, through our three services, Investment Management, Financial Planning, and Career Coaching.
You will find a warm, closely-knit team of professionals with expertise in Investment Management, Financial Planning, and Career Coaching.
at Bell is a learning cooperative for and by women.
Our aim is to provide an enriching environment in which to learn and to share ideas that impact our financial goals.
Click here for a list of our events and to watch our video.
We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...More About Investing »
It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...Learn More »
The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...
Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The Japanese earthquake, tsunami, and subsequent nuclear …Read More