“Finding good partners is the key to success…”
Dean A. Bell, AIF®, President/Investment Consultant
For more than 30 years, I have offered my clients comprehensive financial planning. Prior to joining Sigma Financial Corporation*, I was an advisor at Wunderlich Securities. I have also held managerial positions at Wall Street National Brokerage Firms: EF Hutton, PaineWebber/UBS, Smith Barney and Morgan Stanley. Dean attained the AIF® credential in 2016. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology.
• To become the most trusted advisor for the families I serve.
• To help them achieve life goals by developing a tailored financial
• review and strategy.
• To know the families I serve, and work hard to help them achieve
their financial goals.
• To help them build and manage wealth, and pass it on with minimal
expense and/or aggravation.
I have access to a plethora of financial products and services to help you accomplish your financial goals. That is why I added the title “Retirement Income Planning” to my business. Retirement income planning is the cornerstone of my client relationships. By knowing my client’s hopes, dreams and desires, I am better prepared to give them the appropriate advice for all facets of their financial life.
Many of my financial products and services are provided by National Financial. National Financial* is a Fidelity Investments* company and a leading provider of clearing and custody solutions for over 30 years. Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.
The first step is a comprehensive financial review that focuses on client’s hopes, dreams and current situation. I develop a personalized plan that addresses estate planning, reviews insurances, retirement income needs, current cash flow and savings goals. I review the plan and investment performance regularly with my clients and adjust as needed.
Dean’s LinkedIn Page
*Securities offered through Sigma Financial Corporation. Member FINRA/SIPC (FINRA.org and sipc.org)
Bell And Associates is independent of Sigma Financial Corporation.
*Fidelity’s excess of SIPC insurance is provided by Lloyd’s of London, together with AXIS Specialty Europe Ltd. and Munich Re.
Fidelity Investments is an independent company, unaffiliated with Bell And Associates. Fidelity Investments is a service provider to Bell And Associates.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Bell and Associates and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments and National Financial are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC.
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Bell & Associates, 51424 Van Dyke, Suite 9, Shelby Township, MI, 48316