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Welcome!
The foundation of trust is built on confidence... Have you lost confidence in your current advisor?
Without a doubt, confidence is an important component of financial advice. Our professionalism springs from our 37 plus years of experience right here in Pulaski County and Southwest Virginia. We start at the beginning and earn your respect.
Enjoy personal attention?
We are careful, methodical, and active listeners. Only after we understand your needs, objectives, time horizon and risk tolerance, do we develop a suite of recommendations that are designed to help you achieve your desired financial goals. One size planning does not fit all.
Concerned that your investment returns have declined again? Receiving inadequate explanations from your advisor? Wondering if your investments are no longer appropriate for you? Desire an independent and/or second opinion?
Uneasy about your financial future?
At Roger R. Bell & Company, our purpose is to ensure that you’re able to relax and focus on living your life because we’re focused on your financial well-being. How about allowing us to guide you toward where you want to be, both now and in the future?
Worried that you’ve never begun financial planning or simply desire a new approach in planning for your future? If any of these concerns sound familiar to you and you desire a new approach, why not consider the process that other successful individuals like you such as educators, professionals, retirees and small business owners have found helpful?
Our step-by-step planning offers you these unique results:
· timely solutions and wisdom about financial markets; a clear and solid preparation for your financial future to help you
achieve peace of mind
· completely objective and independent advice and with no affiliation to banks, insurance and mutual fund companies or
brokerage firms whose emphasis is quite often on selling a product to you
Wondering about fees?
We can tailor that to your needs, too, because we offer professional guidance based on an hourly-, project-, retainer-, or flat fee basis. In many cases, clients have found that their planning fee was substantially less than the commissions and fund fees that they had paid to other advisors.
For example: Need only your 401(k) or another retirement plan analyzed?
That could be easily done on a flat fee or on an hourly basis, and, most importantly, according to your needs.
Roger R. Bell & Company, Inc. is a Registered Investment Advisory firm located in the Commonwealth of Virginia. Roger R. Bell & Company and its representatives are in compliance with the current registration and notice requirements imposed upon registered investment advisors by those states in which Roger R. Bell & Company, Inc. maintains clients. Roger R. Bell & Company, Inc. may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The firm is locally owned and independent of any other brokerage, mutual fund, insurance, or banking company.
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