BBB Accredited Business Profile

Bell Rock Capital, LLC

Bell Rock Capital, LLC

(302) 227-7608

Bell Rock Capital, LLC

12 years in business
19606 Coastal Hwy Unit 101
Rehoboth Beach, DE 19971-8576
Fax Numbers
  • (302) 227-7609
Additional Email Addresses
  • bill@bellrockcapital.com
  • jackieb@bellrockcapital.com
BBB File Opened: 10/01/2002
Business Started: 01/01/2006
Business Started Locally: 01/06/2009
Business Incorporated: 01/06/2009 in DE
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Cassandra Toroian, President and CIO
Contact Information
  • Principal: Ms. Jackie Reeves, Managing Director
  • Mr. Douglas McCoy, Senior Investment Advisor
  • Customer Service: Ms. Jackie Blue, Chief Financial Officer & Compliance Officer
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Retirement Planning Services

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

Bell Rock Capital is a full-service investment management firm.  The company is registered with the SEC, and provides specific services including:

  • No minimum Wealth Management
  • 401k Employer Plan Management
  • Automated Investing
  • Customized Investment Portfolios
  • Fiduciary Services
  • Trust Services
  • Investment Advisement

The company is member of the Chester County, Greater Georgetown, and Lewes Chambers of Commerce, and has advisors holding the AIF® and AIFA® credential through Fi360.

 

BBB Reason for Ratings

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

Business Profile

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 Rock Capital, LLC

Bell Rock Capital, LLC

BBB ACCREDITATION SINCE 10/20/2015

Customer Review Rating:

100%
This business has no complaints filed

Composite Score: