Roger R Bell & Company

Pulaski, United States

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Description

Specialties

Roger R. Bell & Company, Inc. is an independent financial planning and investment advisory firm based in Pulaski County, Virginia. At Roger R. Bell & Company, we are dedicated to providing professional guidance through a wide range of financial matters that pertain to our client’s overall wellbeing. Most importantly, our goal and obligation is to place the client’s interest above that of the advisor or any other party. As a result, each of our clients are provided independent and objective planning with customized solutions.

We are devoted to helping our clients achieve the life they deserve. Here at Roger R. Bell & Company, we offer each of our clients professional services on an hourly-​, project-​, retainer-​, or flat fee basis. Fees are pre-​agreed upon prior to any planning or investment activity.

History

Established in 1992.

With over 41 years of experience, we are dedicated to helping you, the client. Roger R. Bell & Company was founded by Roger Bell 23 years ago. At our firm, we put our client’s needs above all else. It is important to us that due consideration be given to your personal values, beliefs, and goals, so that in conjunction with your financial capacity, you can successfully achieve the life you deserve. Our ultimate goal is to provide you with a substantial peace of mind. We revolve our services upon your financial goals and meet with you according to your unique needs with hourly-​, project-​, retainer-​, or flat fee meetings. Learn more about our process.

Meet the Business Owner

Roger B.

Business Owner

ROGER R. BELL, II

President

Roger is the founder of Roger R. Bell & Company, Inc. His 41 years of experience in the corporate, banking, investment, and insurance industries assist him with his primary responsibilities today, which range from relationship management to investment, financial, estate, and elder care planning.

Roger provides a wide scope of services that address numerous financial challenges that affect the overall well being of individuals, families, professionals, and small business owners. In late 2009, Roger shared his knowledge by publishing an article titled, «Financial Planning is Necessary Now More Than Ever», which was in Forbes​.com, Market Watch, Reuters and Yahoo! Finance.

Currently, Roger resides in Pulaski County with his wife Jane and their English Springer Spaniel, Bailey Alexander. In his free time, Roger enjoys water sports, fitness training, pursuing financial and history books, home renovation, and spending time with his family and close friends. He