
BELL & VALENTE WEALTH SERVICES - AL VALENTE, CFP*
Categories
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
Alfonso Valente
Managing Partner
- Phone: (972) 403-1025