Bell Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

1070 Commerce Dr Ste A, Marquette, Michi...

Phone Number

(906) 485-1400

Revenue

<$5 Million

Industry

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

Bell Financial is a financial advisory firm located in Michigan's Upper Peninsula, dedicated to improving lives through personalized financial advice. They cater to clients seeking to achieve meaningful financial goals, such as early independence, travel, and ensuring family security during transitions. The firm provides ongoing support, particularly for women facing major life changes, guiding them through uncertainties with confidence. Their services encompass retirement planning, investment management, estate planning, insurance, and tax strategies.Explore more
Bell Financial's Social MediaPopular SearchesBell FinancialBell Financial Consulting IncBell Financial LLCBell Financial ServiceBell Financial Services CoSIC Code 62,628NAICS Code 52,523Show more

Bell Financial Org Chart

PhoneEmail
JB
United States flag for contact location.

President CFP , AIF , ChFC

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bell Financial

<$5M
1-10
Private
-
1985
JB
Jesse BellPresident CFP , AIF , ChFC
<$5M
1-10
Private
-
2009
DR
Dave RyanRegistered Client Relationship Specialist
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bell Financial Tech Stack

A closer look at the technologies used by Bell Financial

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Frequently Asked Questions Regarding Bell Financial

What is Bell Financial's official website?
Bell Financial's official website is www.bellfs.com
What is Bell Financial's Revenue?
Bell Financial's revenue is <$5 Million
What is Bell Financial's SIC code?
Bell Financial's SIC: 62,628
What is Bell Financial's NAICS code?
Bell Financial's NAICS: 52,523
How many employees does Bell Financial have?
Bell Financial has 1-10 employees
What industry does Bell Financial belong to?
Bell Financial is in the industry of: Finance, Securities Trading
What is Bell Financial competition?
Bell Financial top competitors include: Seren Wealth Advisors, Wealth Advisory Services, Ratcliff Financial Services, Investment Services Group
What technology does Bell Financial use?
Some of the popular technologies that Bell Financial uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Bell Financial?
Bell Financial contact info: Phone number: (906) 485-1400 Website: www.bellfs.com
What does Bell Financial do?

Bell Financial is a financial advisory firm located in Michigan's Upper Peninsula, dedicated to improving lives through personalized financial advice. They cater to clients seeking to achieve meaningful financial goals, such as early independence, travel, and ensuring family security during transitions. The firm provides ongoing support, particular... ly for women facing major life changes, guiding them through uncertainties with confidence. Their services encompass retirement planning, investment management, estate planning, insurance, and tax strategies.Read More

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

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