BELL & VALENTE WEALTH SERVICES - AL VALENTE, CFP*

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Financial Advisory Services

About Us

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Comprehensive wealth management demands a disciplined approach with clear financial objectives. This process involves working closely with you and your other advisors to identify issues, review alternatives, recommend solutions, and manage implementation with meticulous attention.

Rep/Contact Info

Lynette Pieper
Client Services Associate
  • Phone: (972) 403-1025
Melissa Smith
Client Services Associate
  • Phone: (972) 403-1025
Traci Steelman
Financial Advisor
Alfonso Valente
Managing Partner
  • Phone: (972) 403-1025