Eagle Retirement Group LLC |
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James R. BellFinancial Advisor*
Phone: (972) 503-2355 Jim has an extensive professional background including more than twenty years of mid and senior level management experience with several Fortune 500 companies. Prior to entering the Financial Planning and Investment Advisory arena, he was a small business owner of a Dallas based firm engaged in full-service marketing activities nationwide. Jim has elected to narrow the focus of his practice and specializes in retirement, investment, tax and estate financial planning issues with a primary focus on pre-retirement and post-retirement planning. Jim holds numerous securities registrations including his Series 6,7,24,63 and 65 along with his insurance licensing for Life, Health and Variable Contracts (License #923376) with the Texas Department of Insurance. Jim is a native Texan and was born in Houston, Texas where he later attended The University of Houston. He has been a Dallas resident since 1984, currently lives in the Addison area of North Dallas and is married with three adult sons. Additionally, Jim is a military veteran, an avid reader, enjoys travel, pets and spectator sports and is a deacon and active member of Royal Lane Baptist Church. 
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15441 Knoll Trail Dr. Phone: 972-458-1222 |
This communication is strictly intended for individuals residing in the states of TX, OK, CA, CO, LA and TN. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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