Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Bell Wealth Management
What services does Bell Wealth Management offer?
Bell Wealth Management offers financial advising, investment management, investment funds, and stock broker services.
What are the specialties of Bell Wealth Management?
Their specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Bell Wealth Management located?
Bell Wealth Management is located at 307 2nd Street NE, Hickory, NC 28601, USA.
What are the operating hours of Bell Wealth Management?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Bell Wealth Management?
You can call them at +1 828-328-8111.
Does Bell Wealth Management provide resources for learning about IRAs?
Yes, they offer resources about IRAs on their official site linked at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Is there a mobile app available for Bell Wealth Management?
Yes, they have an Android app available on Google Play and an iOS app available on the Apple App Store.
What is a nearby place I can visit related to financial advising?
Nearby, you can visit Edward Jones, another financial advising and service office close to Bell Wealth Management.
Are there any cultural or arts attractions near Bell Wealth Management?
Yes, nearby attractions include the Arts Center Of Catawba Valley and Western Piedmont Symphony, both offering cultural and artistic experiences.
What nearby schools and educational facilities are close to Bell Wealth Management?
Close by, you'll find Cornerstone Christian Academy and College Park Junior High School, which may be convenient if you have family-related financial planning needs.