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Patrick R Bell - Financial Advisor in Loveland, CO

Patrick R Bell

Financial Advisor

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Welcome! I am Patrick Bell, and as a financial advisor at Edward Jones, I enjoy working with families and small business owners to set goals and build personalized investment strategies that help each client prepare financially for the futu...... Show More
Location & Business Hours
Business Hours
Tues
7:30 AM to 4:30 PM
Wed
7:30 AM to 4:30 PM(Open now)
Thu
7:30 AM to 4:30 PM
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About
Welcome! I am Patrick Bell, and as a financial advisor at Edward Jones, I enjoy working with families and small business owners to set goals and build personalized investment strategies that help each client prepare financially for the future. Alongside my branch office administrator, Beth Buhler, we seek to develop trust with our clients by getting to know what is most important to them in order to earn the right to serve their needs throughout the ups and downs of life and market cycles. I moved to Loveland in 2008 and married my beautiful wife, Kate. We have five amazing children! We are members of Good Shepherd Church. We love being outdoors together, as well as catching the occasional movie. You will most often find us playing sports, swimming together in my in-law's pool, enjoying Mehaffey Park, riding bikes and even standup paddle boarding on Boedecker Reservoir.Beth has lived in Fort Collins since 2008. She came to Edward Jones after serving 16 years with a local non-profit. She previously spent four years living and teaching in China. She lives with her sister, Laurie, and their two dogs, Poppy and Posie. When she is not serving clients, she enjoys walking, taking pictures, going to Rockies games and doing jigsaw puzzles. What can you expect from meeting with us? Our initial goals when meeting with prospective clients are to 1) Get to know a little about who you are 2) Understand your experience with investing and working with a financial professional 3) Identify and understand your long-term financial goals 4) Explain our process of working with clients and establish whether or not we are a good fit for you and your family. There is no cost to meet with us while you decide if we are the right choice for you. And, once hired, we strive for financial transparency all along the way.Thank you for your consideration! We'd love to talk with you more!Sincerely,Patrick Bell, AAMS™Beth Buhler, Branch Office Administrator
Specialities
Wealth Strategies
Retirement Savings Strategies
Business Retirement Plans
Estate & Legacy Strategies
Spending Time with Family
Outdoor Enthusiast
Woodworking
Reading
55
/850
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FAQs
Here are some Frequently Asked Questions about Patrick R Bell
What organization is Patrick R Bell associated with?
Patrick R Bell is associated with Edward Jones.
What is Patrick R Bell’s work email address?
Patrick R Bell’s professional email address is p**********l@e**********.com. You can also email Patrick R Bell by clicking on the contact Patrick R Bell.
Where is Patrick R Bell based out of?
Patrick R Bell’s primary location is Loveland, CO.
What is Patrick R Bell's phone number?
Patrick R Bell's phone number is (970) 292-8363
What is Patrick R Bell's title??
Patrick R Bell is a Financial Advisor.