About Us

Our goal is: 1) to assist clients in all aspect of their financial lives, 2) provide the most personal service available, 3) create financial stability & security, 4) give you a "hands on" approach, and 5) keep you focused on where you want to go to successfully make prudent decisions concerning your future financial condition.

Welcome to Bell-Andersen Financial Services, Inc!

Our company hails from the greater Pacific Northwest area, specifically the Spokane, WA and Coeur d' Alene, ID areas but service clients in many other locations around the USA.

We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial thinking. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

Our mission is to be a trusted adviser for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.

Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:

Honest, transparent, and open communication
Highly responsive, professional, first-class service
Unbiased, expert, and timely advice
Steadfast dedication to our belief that "clients interests always come first".

Being fully independent, we are not restricted to any investment or insurance product or service, and work exclusively for the benefit of our clients. In fact, we have a fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the confidence that comes from working with someone like us that focuses on creating trust.

Friday, January 27, 2012