HomeDirectoryNew YorkMedfordFinancial AdvisorsBell Wealth Partners
Financial Advisors

Bell Wealth Partners

Financial Advisor serving Medford, New York

📍 3228, Hillcrest Park Drive, Medford, OR, 97504, Medford, New York
📞 +1-541-973-••••
Map
📍 3228, Hillcrest Park Drive, Medford, OR, 97504, Medford, New York

About Bell Wealth Partners

Bell Wealth Partners is a financial advisor located in Medford, New York. As a local financial advisor, they serve Medford and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Medford should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Medford

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Medford may vary based on the scope of work and provider.

Get a Free Quote from Bell Wealth Partners

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Medford

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Medford?
Financial Advisors in Medford typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Medford?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Medford to choose from.
Does Bell Wealth Partners offer free quotes?
Contact Bell Wealth Partners directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Medford

SNYDER WEALTH GROUP

1733 N OCEAN AVE, MEDFORD, NY 11763