Bell Financial Group
Bell Plaza financial professionals can help you break down your financial goals into small, manageable steps so you can understand your options, make informed decisions, and take action towards a more secure future. Here's how we can work together:
We are committed to working with you around your particular needs and wants. The foundation of this relationship is our experience and knowledge about strategies and options that can help you address your specific concerns, goals and hopes for the future.
Whether you are just starting out, living in retirement or somewhere in between, Bell Plaza can help.
We can help you every step of the way:
Strength in Knowledge and armed with up-to-the minute facts, insights and tools to provide you with objective advice based on your specific needs. Your Financial Professional will formulate custom recommendations from a full suite of products and services from the broad market.
When you work with us, we will break down financial concepts and decisions into small, manageable steps so you can make informed decisions and take action toward a more secure future.
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We Identify your goals
Knowing your goals is the first step toward achieving them. Long-term, short-term, big or small, think about what you’re looking forward to.
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Balancing your risk and reward
Different investors have different tolerances for risk. We will help you assess your tolerance to help determine the right strategies that meet your needs and goals.
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Making a plan
We will propose a financial strategy that is customized for your financial situation, goals and risk tolerance. This will help you understand the suite of options available to you and help enable you to make informed decisions.
Types of Investments
Mutual Funds
Mutual Funds offer diversification, professional management and a wide variety of investment strategies and styles. Investing in different groups of Stock.
Annuities
An annuity is a contract between you and an insurance company, in which the company promises to make periodic payments, either starting immediately—called an immediate annuity—or at some future time—a deferred annuity. Learn about the different types of annuities.
Saving for College
Funding college begins with savings, starting with how much to save. Learn the many, smart ways to save for college, including 529 College Savings Plans and Coverdell Education Savings Accounts. We’ll help you navigate your college savings options.
Retirement
Numerous types of investments come into play when saving for retirement and managing income once you retire. For saving, tax-advantaged retirement options such as a 401(k) or an IRA can be a smart choice. Managing retirement income may require moving out of certain investments and into ones that are better suited for your retirement objectives.
Insurance
Life insurance products come in various forms, including term life, whole life and universal life policies. There also are variations on these—variable life insurance and variable universal life—which are considered securities. See how insurance products may fit into an overall financial plan.
License Information and Important Disclosures
For all insurance transactions conducted under, The State of California Insurance License Number #0A91409.
Securities and advisory services offered through American Investors Company, member FINRA/SIPC and Registered Investment Adviser, 2440 Camino Ramon, Suite 103, San Ramon, CA 94583, 925 866-2882, or, 991 W. Hedding Street, Suite 108, San Jose, CA 95126.
American Investors Company and Thomas C. Madruga, are licensed in California, and may only transact business in The State of California. If you do not reside in California, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state. For a copy of American Investors Company’s business continuity plan, go to americaninvestorsco.com
For email communication on securities related matters, contact tmadruga@aicrep.com.
Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.
Please be advised: Thomas C. Madruga, may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, real estate, mortgage brokerage and property management services, independent investment advisory services, non-securities- related insurance products and travel services that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by Thomas C. Madruga through American Investors Company.
Questions?
Click "Contact Us", email tmadruga@aicrep.com, or call (408) 279-4550 and we'll get back to you as soon as we can!
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