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Bell Financial

Improving Lives through Financial AdviceSM

We hope you'll find many reasons to visit our website on a regular basis. As a client, you may use this site to access your accounts online, read our most recent newsletters and market updates, introduce us to prospective clients, and stay up to date on market news.

From this site, you can learn about our team and get acquainted with who we are. We understand that taking advice about your important financial decisions requires a long-term relationship, and the trust-building begins here. We hope you'll find some useful resources that can help empower you to be a more knowledgeable investor. 

Centrally located in Michigan's beautiful Upper Peninsula, Bell Financial caters to what we call affluent delegators. Our ideal client has worked hard to accumulate significant assets but doesn’t feel equipped to make all the right financial decisions on her own. We manage investments and provide financial advice to help give our clients financial confidence. This allows our clients time to enjoy the things they love most in life.