BELL & VALENTE WEALTH SERVICES - AL VALENTE, CFP*
- Financial Advisory Services
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Comprehensive wealth management demands a disciplined approach with clear financial objectives. This process involves working closely with you and your other advisors to identify issues, review alternatives, recommend solutions, and manage implementation with meticulous attention.
Whom to Contact
- Lynette PieperClient Services AssociatePhone: (972) 403-1025
- Melissa SmithClient Services AssociatePhone: (972) 403-1025
- Alfonso ValenteManaging PartnerPhone: (972) 403-1025