Roger R Bell, II

President - Planning & Investment Advisory Services

Financial Adviser at Roger R. Bell & Co., Inc. in Pulaski, VA

About

Roger provides a wide scope of services that address numerous financial challenges which affect the overall well being of individuals, families, professionals, and small business owners. His guidance is reflective of his experience in corporate banking, investments (excluding certain commodities and hedge funds), and a wide range of insurance matters. Roger serves a wide range of clients and enjoys seeing firsthand the satisfaction and peace of mind that clients gain when resolving their financial challenges.

Address
604 Cardinal Dr in Pulaski, VA 24301
Info
Languages: English
Year started: 1992

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Best Answers

Q&A
Asked by Katie Greene
Answered by Alan Soderquist
Independent Insurance Agent in Chehalis, WA
Diversify to reduce downside risk. If all your retirement eggs are in a company 401k or IRA, that can sometimes be trouble. Also a stock market downturn can harm you...
Q&A
Asked by Zanna
Answered by Roger R Bell, II
Financial Adviser in Pulaski, VA
Zanna, your inquiry is most appropriate! Drawing upon 40+ years of experience in a wide range of market conditions, participating directly (personally investing your...
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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

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Financial Planning Association

Accomplishments

Background

Experience

President

Disclosure

Roger R. Bell & Company, Inc. is a Registered Investment Advisory firm based in Pulaski County, Virginia and regulated by the Commonwealth of Virginia. We serve a diverse client base throughout the Greater New River and Roanoke Valleys and Southwest Virginia. Roger R. Bell & Company, Inc. is an independent, fee - based financial planning and investment advisory firm which provides a wide range of professional advisory services to clients on an hourly-, project-,retainer-, or flatfee basis. The Company does not provide accounting, legal, or real estate services in - house but collaborates with trusted professionals to ensure that its customers’ needs are appropriately addressed. Roger R. Bell & Company and its representatives are in compliance with the current registration and notice requirements imposed upon registered investment advisors by those states in which Roger R. Bell & Company, Inc. maintains clients. The Company may transact business only in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The firm is locally owned and independent of any other brokerage, mutual fund, banking or insurance company.