Bell Wealth Management
Why pick this one
Bell Wealth Management offers introductory consultations, strategy reviews, account opening, and support for major financial events through Edward Jones.
Best for
- People seeking an introductory financial consultation
- Existing investors reviewing a current strategy
- People opening an investment account
- People navigating a major financial event
Specialties
- personal investing strategy
- current strategy review
- investment account opening
- major financial event support
What makes them different
- Operates through Edward Jones
- Offers introductory consultations
- Supports reviews of existing financial strategies
- Provides account-opening assistance
- Offers help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 307 2nd St NE, Hickory, NC 28601
- Phone
- 8283288111
- Website
- https://www.edwardjones.com/bell-wealth-managem...
- mike.bell@edwardjones.com
Services
- financial advising
- investing strategy
- account opening
- financial event support