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1700 Iowa Street
Bellingham, WA 98229

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Gene Bell & Associates

(360) 671-1845

 
Choosing a Mortgage Rightsizing for Retirement Exit Strategies of the Rich and Famous When Do You Need a Will?

Welcome to Gene Bell & Associates

COMPLETE FINANCIAL SERVICES

for small businesses and individuals



Offering complete financial services means more to us than an itemized “to-do” list of products and services.

Through implementation of the 8 Wealth Management Issues®, we strive to help our clients enjoy total financial wellness, including personal estate planning and retirement, business tax planning and preparation, insurance and investing*.

It means coming to a complete understanding of your goals, developing an appreciation for your lifestyle and demonstrating an honest desire to help you plan for your future. It is the result of relationships built on trust and a commitment to provide assistance on a long-term basis.

Through our holistic approach, we help our clients pursue success by providing them with leading edge products and services delivered efficiently and effectively. It is our goal to offer exceptional support to assist our clients in achieving their desired lifestyle. This is the philosophy behind the services offered by Gene Bell & Associates.

When you are ready to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day.

*These services are offered by Gene Bell through his affiliation with HD Vest


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Estimate how much of your Social Security benefit may be considered taxable.

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It’s never a bad time to speak with your financial advisor about changes in your situation.

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