Derek Bell

Derek Bell

President/CEO

Office: (518) 434-7411
E-mail:
 

Derek Bell has over 20 years of experience in the Financial Services arena. He has a Bachelor's Degree and Master's Degree in Accounting and has used those degrees to help his clients with managing their investments with taxes in mind. Through the years Derek has helped countless clients navigate Tax, Investment and Estate Planning issues. Derek has become an expert in the areas of Medicare, Medicaid, Estate Planning, andĀ Investment Management. With his attention to detail and his keen sense of what clients need and want, Derek has built his business around a velvet rope approach. Derek currently holds an Accident, Life & Health Insurance license as well as a Series 7, 24, 31, 63, and 65 FINRA licenses.

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