Bell & Valente

Vision: Building an enduring business that impacts the personal and financial success of our clients, employees, advisors and owners. Mission: We accomplish our vision by providing premier services that enhance the Companies, Individuals and Advisors we serve.

At Five Star Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies * Retirement investing and distribution strategies * Estate conservation issues Risk management analysis We also can answer your questions, including: 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 enough life insurance for my family?

TIAA of America is a company based in Lewisville, TX, specializing in financial services and investment management. With a focus on helping individuals and institutions achieve financial security, TIAA of America offers a range of products and solutions tailored to meet their clients' needs. Generated from their business information