Steven R. Bell, CFP®     

CONNECT

Address:

225 NE Mizner Blvd. Suite 250
Boca Raton, FL 33432    

Phone:

(561) 227-9155

Fax/Other:

(561) 293-8275

Our Services

Our professional services include:

  • Wealth preservation
  • Investment Planning (ex. stocks; bonds; mutual funds; ETF's; etc.)
  • Retirement Planning
  • Tax Planning (with your CPA; tax professional[s]; etc.)
  • Estate Planning (with your estates attorney[s])
  • Insurance Planning (i.e. Life Insurance; Long Term Care Insurance; etc.)
  • Assistance with Budgeting
  • Risk Management (i.e. determining how much investment risk you are comfortable taking relative to the possible rewards)
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck