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Welcome ...
I am pleased to announce that Steve Bell Financial Planning has merged with
The Wealth Conservatory. I still offer financial planning and investment management and advice on a fee-only basis. As one of three senior advisors at the new firm, I would be happy to discuss your financial goals and how I can help you before you decide whether or not to schedule a no-obligation meeting. I can be reached at 1-800-472-1844. My email address is steve@wealthconservtory.com. You can learn more about
The Wealth Conservatory by visiting our website at www.wealthconservatory.com.
I look forward to hearing from you.
Steve Bell
Steve Bell CFP®, MBA
Disclosure
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Bell, Principal, Steve Bell Financial Planning, or his editorial staff. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Steve Bell dba Steve Bell Financial Planning, a registered investment advisor in the California. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states.
CFP®, CERTIFIED FINANCIAL PLANNER™" and federally registered CFP® (with flame logo) are certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
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