Welcome to Gene Bell & Associates
COMPLETE FINANCIAL SERVICES
Helping you pursue and maintain financial wellness.
In order to meet the exclusive and professional needs of our clients, we at Gene Bell & Associates provide both tax and financial services. Through this holistic approach, we help our clients not only pursue success, but their desired lifestyles and goals as well by offering exceptional support and guidance.
Serving the needs of individuals, corporations, partnerships, trusts and estates; we specialize in providing tax preparation, comprehensive tax planning, IRS representation, wealth management, retirement plans*, financial planning* and advising, education planning, estate planning, life insurance, disability insurance and long-term-care insurance.
Offering complete financial services means more to us than an itemized “to-do” list of products and services. 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. 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 Avantax Investment ServicesSM and Avantax Advisory ServicesSM.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through Avantax Insurance AgencySM.
