Let's work together to create a plan for your future. After the plan is in place, we stay in touch to keep you updated, informed and make changes when necessary. Enjoy the convenience of conducting your financial planning and investment business at a Bell Bank location near you!
- Brokerage accounts including IRAs, Simplified Employee Pensions (SEPs), Simple 529 plans and investment accounts
- Personal retirement planning services
- College plans
- Life insurance and long-term care insurance
Financial Strategies That Make Sense
We work with you to choose financial products that fit your long-term goals, including:
- Stocks and bonds
- Mutual funds
- Fixed-income securities
- Other investment funds
We help you understand your financial priorities, map out a long-term plan, develop investment strategies, plan for a comfortable retirement and more. We’ll give you a complete analysis of your investment portfolio, along with consolidated account statements, dividend reinvestment and cash dividend options — and, as always, the unequaled personal service that is our trademark. Working together, we will develop a plan that will keep you on a course toward long-term financial security.
Interested? For more information, contact any of our friendly Bell Investments representatives serving a bank location near you.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Registered location: 15 Broadway, Fargo ND 58102. Phone (701) 298-2240.