portrait of Jaclyn E Bell
FINANCIAL ADVISOR

Jaclyn E Bell

CFP®, CEPA®
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • New Investors
  • Intergenerational Planning
  • College Savings
  • Business Retirement Plans
  • Wealth Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Health & Nutrition
  • Podcasts
  • Popular Culture

Team Members

  • Theresa McCue
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(832) 934-2573

Fax

(877) 479-6950

Office Address

6910 F.M. 1488 Rd Suite 8
Magnolia, TX 77354opens in a new window

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