Alan T.
5/5/2022
I highly recommend working with Kirk and Al! The first thing Kirk advised us about more than a decade ago was to re-finance our home. He does not sell any products and thus did not profit from...
Bell & Valente
Closed
(2)
2500 Dallas Pkwy Ste 560
Plano, TX 75093
Bell & Valente in Plano, TX offers sophisticated wealth management services tailored to individual needs, providing professional guidance through today's complex financial landscape with comprehensive plans aligned with specific investment requirements.
Their client-focused approach distinguishes them by offering personalized experiences over chasing returns, catering to a range of clients including business owners, corporate executives, retirees, and families with a pragmatic approach to wealth management.
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Reviews
5.02 reviewsDina G.
5/19/2017
Kirk Bell has been our financial advisor for 10 years. He helped us with college for our child and now grandsons. His advise on retirement planning was invaluable. He is very knowledgeable and...
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