Gene Bell & Associates
In order to meet the exclusive and professional needs of our clients, at Gene Bell & Associates we provide both tax and financial services. Through this holistic approach, we help our clients pursue success and achieve their desired lifestyle and goals by offering exceptional support and guidance. Serving the needs of individuals, corporations, partnerships, trusts and estates; we specialize in providing tax preparation, comprehensive tax planning, IRS representation, wealth management, retirement plans, financial planning and advising, education planning, estate planning, life insurance, disability insurance and long-term-care insurance.
Welcome to Gene Bell & Associates COMPLETE FINANCIAL SERVICES Helping you pursue and maintain financial wellness. In order to meet the exclusive and professional needs of our clients, at Gene Bell & Associates we provide both tax and financial services. Through this holistic approach, we help our clients pursue success and achieve their desired lifestyle and goals by offering exceptional support and guidance. Serving the needs of individuals, corporations, partnerships, trusts and estates; we specialize in providing tax preparation, comprehensive tax planning, IRS representation, wealth management, retirement plans, financial planning and advising, education planning, estate planning, life insurance, disability insurance and long-term-care insurance. Offering complete financial services means more to us than an itemized “to-do” list of products and services. It means coming to a complete understanding of your goals, developing an appreciation for your lifestyle, and demonstrating an honest desire to help you plan for your future. It is the result of relationships built on trust and a commitment to provide assistance on a long-term basis. When you are ready to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day. *These services are offered by Gene Bell through his affiliation with HD Vest. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create a customized approach that is designed to address your individual situation. We can help you address: Tax planning questions Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We can also answer your questions, including: Can I reduce my tax liability? Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have the right amount of life insurance?
Address: 1700 Iowa Street, Bellingham, WA 98229, USA
Phone: +1 360 671 1845
FAX: +1 360 671 2247
