Broker Check

Products & Services

At Bell & Associates, we provide expert assistance in the following areas:

Investments

  • Common Stock
  • Mutual Funds
  • Brokerage Accounts
  • Government Securities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Fixed Annuities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Reduction Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Tax Reduction Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Section 125 Cafeteria Plans
  • Self-Funded Health Plans