Bell Financial Planning

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

58739 Winnowing Cir S, South Lyon, Michi...

Phone Number

(734) 369-1457

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bell Financial Planning

Bell Financial Planning offers comprehensive financial planning services aimed at helping clients of all generations build wealth and achieve financial freedom. The firm emphasizes the importance of a trusting relationship through a fiduciary duty, ensuring that clients' best interests are prioritized. Their services include budgeting, establishing emergency funds, and student loan forgiveness, along with ongoing planning and investment management. Located in South Lyon, Michigan, they cater to clients seeking personalized financial guidance and support.Explore more
Bell Financial Planning's Social MediaPopular SearchesBell Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Bell Financial Planning Org Chart

BB
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bell Financial Planning

<$5M
1-10
Private
-
2020
BB
Brent BellFounder & CEO
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2020
FT
Fred TudorWealth Chief & Strategist
<$5M
1-10
Private
-
2005
PS
Paula SergerDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Bell Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bell Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bell Financial Planning.

Bell Financial Planning Tech Stack

A closer look at the technologies used by Bell Financial Planning

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Frequently Asked Questions Regarding Bell Financial Planning

What is Bell Financial Planning's official website?
Bell Financial Planning's official website is www.bellfinancialplan.com
What is Bell Financial Planning's Revenue?
Bell Financial Planning's revenue is <$5 Million
What is Bell Financial Planning's SIC code?
Bell Financial Planning's SIC: 62,628
What is Bell Financial Planning's NAICS code?
Bell Financial Planning's NAICS: 52,523
How many employees does Bell Financial Planning have?
Bell Financial Planning has 1-10 employees
What industry does Bell Financial Planning belong to?
Bell Financial Planning is in the industry of: Finance, Securities Trading
What is Bell Financial Planning competition?
Bell Financial Planning top competitors include: Resilient Wealth Planning, Alliance Wealth Advisors, Appaloosa Wealth Management, Alchemist Wealth
What technology does Bell Financial Planning use?
Some of the popular technologies that Bell Financial Planning uses are: Google Cloud DNS, Google Cloud Platform, Google Font API, Google Tag Manager
How do I contact Bell Financial Planning?
Bell Financial Planning contact info: Phone number: (734) 369-1457 Website: www.bellfinancialplan.com
What does Bell Financial Planning do?

Bell Financial Planning offers comprehensive financial planning services aimed at helping clients of all generations build wealth and achieve financial freedom. The firm emphasizes the importance of a trusting relationship through a fiduciary duty, ensuring that clients' best interests are prioritized. Their services include budgeting, establishing... emergency funds, and student loan forgiveness, along with ongoing planning and investment management. Located in South Lyon, Michigan, they cater to clients seeking personalized financial guidance and support.Read More

What are Bell Financial Planning social media links?
Bell Financial Planning Linkedin page Bell Financial Planning Facebook page
Is Bell Financial Planning a public company?
Bell Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Bell Financial Planning

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