Loosen your grip in turbulence -Colonel Nicole Malachowski
Isobelle Ives
Financial Advisor|ChFC®
Advocating and Elevating Diverse Communities.
Client Testimonial
Belle consistently breaks down the stereotypes of financial advisors and has been a tremendous asset to our lives. She has made financial planning approachable by explaining concepts and terminology in ways that are easy to comprehend. Belle took the time to get to know us and our goals, and as a member of the LGBTQ+ community, we trust that Belle understands our values. We consistently recommend Belle to all of our friends and will continue to do so.
Client Testimonial
My husband and I have been working with Belle and her team for roughly a year and have never felt more confident and secure about our finances. I didn't meet Belle as a financial advisor; I met her on a personal level first. (She adopted a cat that I was fostering!) And through this genuine and serendipitous connection, it was a very easy decision to work with her. My husband and I played with the idea of working with a financial advisor for years but needed help figuring out where to start. It always felt like our bank was trying to tell us something with no understanding of our personal financial goals or situation. But Belle is deeply invested in her clients as people, and she uses this understanding to present financial offerings that make sense for your present and future. She makes the incredibly daunting financial planning task into a comfortable, understandable, and fun experience.
Client Testimonial
It's great to work with Belle and team, as they always make you feel like you're their only client. Talking with Belle feels like discussing financials with a friend, putting you at ease with something that can be daunting.
Client Testimonial
Working with Belle has been such a pleasure, and completely changed the way I save for my future. Before meeting Belle, I had no idea how to invest my money. After numerous meetings and phone calls with her, I not only feel confident about my investments, but I have much more knowledge about saving, investing, and all the different avenues there are when it comes to planning for the future. Belle has not only taken the time to educate me, but has made a true effort to get to know me and my family. I feel at ease knowing she is guiding me through this process and couldn’t imagine working with anyone else! I am very grateful for all of her help!
Client Testimonial
I appreciate you being understanding and accommodating with scheduling. I also want to thank you for explaining things to me in a way I would understand. You were very friendly and easy to talk to, which made me feel more relaxed and comfortable speaking with you.
Client Testimonial
With a keen attention to detail, Belle has been uplifting guide to financial best practices as well as a hub of information for all types of financial decisions. She and her team have been catalistic to my financial prosperity.
Client Testimonial
Belle has been an absolute pleasure to work with. She is incredibly knowledgeable and consistently does a great job explaining complex concepts with clarity, offering thoughtful pros and cons, and providing wellinformed recommendations. Belle brings a vibrant energy to her work, creating a positive, supportive and inclusive environment that fosters trust—an essential element in financial planning. I would highly recommend Belle to anyone seeking a financial planner who truly connects with the younger generation while also possessing the interpersonal skills to collaborate effectively across all generations.
Client Testimonial
Belle is an extremely friendly and knowledgeable financial advisor. Her attention to detail and positive attitude has consistently put us at ease while navigating the complex world of finance. In a world where many financial advisors can come off as salespeople who simply push products, Belle has taken the time to know us as individuals and has explained and helped us through pros and cons of various investment and insurance items. She has also gone to bat for us against coverage denials, displaying a real investment in us as clients. Working with Belle has been a comfortable and educating experience, and we are very grateful!
Client Testimonial
Belle has provided me with indispensable financial education and services over the past few years. As someone who was originally hesitant to meet with a financial advisor, Belle met me where I was at and helped craft a plan that will ensure I meet my financial goals over the next 10, 20, 30 plus years. She cares about her clients as people and genuinely wants you to understand the process and feel confident in the choices you are making with your money.
Client Testimonial
Belle and I have been retirement planning for a couple of years now. She was methodical in gathering the needed info, and developed a plan that was easy to understand, and more importantly, moved me closer to my retirement goals and dreams. I would never have had the confidence to believe that I could live the life I wanted, after leaving the workforce, without the analytics that Belle presented to me. She impresses me as knowledgeable, creative and exactly the right fiduciary that I need. As with any relationship, trust is integral and I have come to trust Belle with managing the fruit of my labor. I recommend her highly, and have recommended her to several of my friends and associates. Thanks for your hard work, Belle!
Client Testimonial
Working with Belle and her team has been an incredible experience! As someone who’s never felt confident managing money, Belle took the time to truly understand my goals and helped me build a clear, personalized plan for long term success.