Broker Check

Gene Bell & Associates

(360) 671-1845
[email protected]

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create a customized approach that is designed to address your individual situation.

We can help you address:

  • Tax planning questions
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can also answer your questions, including:

  • Can I reduce my tax liability?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have the right amount of life insurance?

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.