BELL & VALENTE WEALTH SERVICES - AL VALENTE, CFP*
- Financial Advisory Services
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About
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.
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Whom to Contact
- Lynette PieperClient Services AssociatePhone: (972) 403-1025
- Melissa SmithClient Services AssociatePhone: (972) 403-1025
- Alfonso ValenteManaging PartnerPhone: (972) 403-1025
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