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Bell Wealth Managment

Bell Wealth Managment

(802) 658-4040

Bell Wealth Managment

57 years in business
110 Kimball Ave Ste 240
South Burlington, VT 05403-6925
Additional Phone Numbers
  • (800) 549-7044
BBB File Opened: 08/05/2016
Business Started: 01/01/1961
Business Incorporated: 03/23/2010 in VT
Type of Entity
Business Management
  • Mr. Philip S Spillane, Owner
Business Category
  • Business Services
  • Investment Advisory Services

Number of Employees: 



There are many things that give me pride in our firm, and foremost is our commitment to independent thinking, unbiased planning, and investment advice based on our clients dreams and goals, which we refer to as their destination.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Bell Wealth Managment

This Business Is Not BBB Accredited

Bell Wealth Managment

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