Matthew BellCIM®

Wealth Advisor

Over the past 20 years, Matthew has helped hundreds of families progress toward and achieve their financial goals. He endeavors to have a positive impact on his client’s lives by preserving and enhancing their long-term financial security through a customized retirement plan that includes their individual risk tolerance, future requirements and financial profile.

Matthew’s approach to investing gives his clients peace of mind and confidence they are on course to reach their financial dreams and goals. He recently obtained the CIM, Chartered Investment Manager designation to enhance his understanding of the best solutions for his clients.
Insurance products available through Matthew S. Bell.