James Bell

James Benjamin Bell

Financial Advisor

  • CLTC┬«
FINRA BrokerCheck
100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-1855 Visit my website

About my practice

While many desire financial security, it can be challenging to commit the necessary time required to PLAN for it. KNOWING where you stand in relation to your goals, will not only impact your own life, but also the countless lives of people who depend on and love you. Our commitment is to help you define your values and goals, create a written plan to guide your actions, and stay in touch.

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