Bell & Valente Wealth Services

Bell & Valente Wealth Services Sophisticated wealth management to serve your individual needs. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Bell & Valente, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account a...
04/14/2022

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and your possible eligibility to contribute.

www.raymondjames.com

It's shaping up to be a busy day before the markets take a breather for Good Friday, said Mike Gibbs, Director of Equity...
04/14/2022

It's shaping up to be a busy day before the markets take a breather for Good Friday, said Mike Gibbs, Director of Equity Portfolio and Technical Strategy.

www.raymondjames.com

CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine ...
02/26/2022

CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine tensions. Listen here:

www.raymondjames.com

A concentrated stock position can add unnecessary risk. There are several strategies that can be used to diversify. How ...
11/03/2021

A concentrated stock position can add unnecessary risk. There are several strategies that can be used to diversify. How can we help?

Investment advice is only the tip of the iceberg; 90% of what we do lies under the surface.
11/01/2021

Investment advice is only the tip of the iceberg; 90% of what we do lies under the surface.

Year by year, your financial situation evolves, as does the world around us. Shouldn't your financial strategy evolve as...
10/31/2021

Year by year, your financial situation evolves, as does the world around us. Shouldn't your financial strategy evolve as well?

Puzzled about inflation? We're here to help it make sense.
10/29/2021

Puzzled about inflation? We're here to help it make sense.

Running a business is a marathon, not a sprint.
10/27/2021

Running a business is a marathon, not a sprint.

There's no need to dread conversations about your financial future. They can be fun, help you make the right choices, an...
10/25/2021

There's no need to dread conversations about your financial future. They can be fun, help you make the right choices, and give you peace of mind that you're headed in the right direction.

Investing is a great start, but when it comes time for retirement, you'll also need an income strategy. Luckily, that's ...
10/20/2021

Investing is a great start, but when it comes time for retirement, you'll also need an income strategy. Luckily, that's an area where we can help.

When it comes to finances, there's no one-size-fits-all approach.
10/18/2021

When it comes to finances, there's no one-size-fits-all approach.

Over time, through smart saving and investing, it's common to have a variety of investments, but are they all working to...
10/16/2021

Over time, through smart saving and investing, it's common to have a variety of investments, but are they all working together? It never hurts to have a second set of eyes. Let us know if we can help.

Address

2500 Dallas Pkwy Ste 560
Plano, TX
75093

Telephone

+19724031025

Website

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