About Us

With a legacy spanning more than 45 years, Bell Classe Financial is independently owned and operated. This independence allows us to put our clients’ priorities first through every step of the financial planning process. Objectivity and transparency form the foundation of everything we do.

Our Philosophy

Good decisions can often have a bigger impact than good investments on your financial well-being. With the right guidance, you can simplify your options and start making the right choices. Learn more…

Our Process

Objective advice, along with ongoing monitoring and reviews, have more impact on your financial success than what specific investments or financial products you own. Learn more…

Our Services

From retirement income planning to education funding, cash flow management to insurance needs analysis, our personalized strategies can help bring order to every aspect of your financial life.

Financial Planning

Cash Flow & Budgeting

Liquidity Management

Estate Preservation

Business Planning


Education & Retirement

K-12 & College Planning

Section 529 Tuition Savings Plans

Traditional, Roth, SEP, & SIMPLE IRAs

401(k), 403(b) & Profit Sharing Plans


Investments

Exchange Traded Funds

Mutual Funds

Stocks & Bonds

Annuities


Insurance

Disability Income

Term Life

Permanent Life (e.g. Whole, Universal)

Long Term Care


Check the background of our investment professionals.


FINRA’S BROKERCHECK


Our Team

Roger Bell, AIF®
Roger Bell, AIF®
Brian Bell, CFP®, AIF®
Brian Bell, CFP®, AIF®
John Classe, CFP®
John Classe, CFP®
Teresa Gately
Teresa Gately
Client Services Associate
Christine Aronson
Christine Aronson
Client Services Associate

Latest News

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Get in touch



    Bell Classe Financial

    5850 Town and Country Blvd., Ste 802, Frisco, TX 75034
    (972) 608-0873
    contact.us@bellclasse.com