Our Qualifications

Our advisors have been working with individuals and businesses in the Capital District and its surrounding areas for several years. Our advisors have over 40 years of industry experience combined and are licened to do business in 15 different states.

Many of our advisors hold various professional designations and are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and encourage your participation in the management of your finances.

We utlize LPL Financial, an independent broker/dealer. This alignment means Bell Financial remains free to make reccomendations based solely on your needs without pressure to promomote a particular product or strategy.