Welcome.
Thank you for visiting our website.
Bedell Financial is an independent firm that provides financial services to individuals, families, organizations, and small businesses. We help our clients create and build assets, help manage those assets*, select suitable investments, and develop an investment strategy customized to the client's needs. We provide specific advice focused on the client's investment goals, resources available to invest, and risk tolerance.
We help clients sort through the complexities of investing and the important financial decisions they have to make. We consider tax advantaged investments when making recommendations to help reduce a client's current and future tax burden. We also assist clients in estate conservation so your estate is left to your intended heirs. By offering these services, we strive to build trust and long standing relationships with clients.
The range of services offered includes:
- Investing (Stocks, Mutual Funds, Bonds, and Government Securities)*
- Retirement Planning (401(k), defined benefit pension plans, IRA's including Traditional, Roth, Simple, and SEP)*
- Portfolio and Investment Management*
- Tax Advantaged Investments and Estate Conservation
- College Funding (529 plans, Coverdell ESA)*
Please give us a call at (916) 563-7145 or send an email to jeffbedell@bedellfinancialonline.com to discuss how we might help you.
*Securities and advisory services offered through SagePoint Financial, Inc.
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777 Campus Commons, Suite 200
Sacramento, CA 95825
Phone (916) 563-7145 Fax (916) 476-8658
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