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Meeting Request Form

Thank you for your interest in Gene Bell & Associates. Your first meeting is a complimentary 30 minute meeting so you can get to know us and make sure that we are a good fit for you.

In order for us to be fully prepared for your meeting, please take a moment to complete this form so we can better understand your unique situation. If you would like to know more about our fees and services, please either refer to our website or contact our office.

Thank you for providing us with this information. If you have not yet scheduled a meeting, we will contact you within one business day to schedule a meeting with you.

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